Commit Graph
326 Commits
Author SHA1 Message Date
DottaandPaperclip 14795136f5 fix(runtime): finalize and recover sandbox workspace exports safely (#14402)
Serialize native workspace finalization, validate streamed archives within bounded limits, and quietly recover unsafe exports from saved results. Preserve exact allocations for exhausted transient failures and provide export-only retry without rerunning the provider.

Consolidates #14314, #14315, #14329, and #14334 while preserving the already-merged finalization label changes.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-28 10:57:32 -05:00
DottaandCodie 01d9a12185 fix: make keyboard shortcut enablement a personal preference (#14141)
Store keyboard shortcut enablement per user and expose it in Profile settings.

Co-Authored-By: Codie <Codie@users.noreply.github.com>
2026-09-26 11:50:04 -05:00
Devin FoleyandPaperclip e4237c45f3 fix(ui): prevent organization title flicker during plugin loading (#13854)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The sidebar identifies the current organization.
> - An optional plugin can replace this navigation surface.
> - The built-in title appears before discovery and module loading
finish.
> - This pull request reserves the trigger until its owner is known.
> - The organization name appears once, while failures retain built-in
navigation.

## Linked Issues or Issue Description

Refs #13832. Searched related pull requests and issues; no duplicate fix
found.

**What happened?**
The organization switcher renders a provisional built-in title before an
installed replacement loads. Unrelated plugin imports can also affect
its loading state.

**Expected behavior**
Reserve the trigger with a neutral placeholder, then show the resolved
navigation surface. Keep the built-in menu on failed or absent
contributions.

**Steps to reproduce**
Install an organization-switcher contribution. Delay session, company,
contribution, and module responses. Reload the page and watch the
trigger through each stage.

## What Changed

- Reserve the trigger through account, company selection, slot
discovery, and module loading.
- Distinguish failed session lookup from pending lookup so errors retain
usable navigation.
- Load and await only contributions matching the requested slots.
Observe completion of imports started by another consumer.
- Document loading behavior and add regression coverage for loading,
failures, unrelated modules, and identity transitions.

## Verification

- `pnpm -r typecheck` passed, including Rust checks.
- `pnpm build` passed.
- All 629 UI test files passed: 6,593 tests. The 42 focused
UI/API/plugin tests also passed.
- `pnpm check:token-gates` and `git diff --check` passed.
- `pnpm test:run` was also attempted. The broad local server run was
stopped after recording skill-cache/channel fixture failures outside
this diff (for example, runtime skill source status `missing` instead of
`available`). The original cause is not established. All latest-head
Linux CI gates pass; the complete UI suite and affected local checks
pass.
- Desktop (1440px) and mobile (390px) Chromium checks passed with real
host components, dynamic module loading, and the built Account bundle.
Delayed fixture responses produced exactly two title states: empty
placeholder, then the resolved name. A slow refresh preserved the title
and trigger dimensions; absent/failed plugin fallback and Escape
dismissal passed, with zero uncaught browser errors. This is browser
component integration, not a live signed-in tenant test.

## Risks

A cold load displays a neutral placeholder until discovery completes.
Absent, ambiguous, failed, and invalid contributions still use the
built-in menu. No migrations or authorization changes. Scoped module
loading changes when an unrelated contribution is imported; each surface
loads its own matching modules.

## Model Used

OpenAI Codex, GPT-6, with reasoning, code execution, and browser
verification. The exact deployment ID and context window are not exposed
in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 20:33:29 -07:00
DottaandPaperclip a10702a878 feat(slack): add governed tools for Slack-origin tasks (#13828)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people start and continue agent tasks from other
services.
> - A Slack conversation needs access to its surrounding discussion and
Slack collaboration tools.
> - The agent must use the linked requester's access and keep private
material within its permitted audience.
> - This pull request adds Slack tools through the existing connector
contribution and approval framework.
> - People can ask an invited bot to read a discussion, create follow-up
tasks, and collaborate in Slack.

## Linked Issues or Issue Description

**Subsystem affected**

Chat connectors, connector runtime, tool gateway, and connection
Settings/Access.

**Problem or motivation**

Slack-origin tasks can receive messages but cannot inspect the rest of a
channel or act through the originating bot. People must paste context or
configure a separate integration.

**Proposed solution**

Supply typed Slack tools and a bundled skill only to the originating
task and assigned agent. Resolve the linked requester on the server.
Check bot and requester access before reads and writes. Use existing
durable actions and approvals. Retrieved messages remain source
material.

**Alternatives considered**

Slack's user-OAuth MCP server does not replace the customer-created chat
bot. An unrestricted Web API proxy would not provide suitable permission
or publication boundaries.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps work with a provider
contribution. It does not add a task dispatcher or a separate Slack task
lifecycle. Related: #11144 covers generic per-user MCP grant execution;
this change binds Slack bot operations to chat-origin tasks.

## What Changed

- Add 39 typed Slack tools, a method/scope matrix, a bundled skill, and
shared native/HTTP execution.
- Bind tools to company, endpoint, task, run, assigned agent, and
admitted linked requester. Check membership and revocation on each call
and before queued writes.
- Add paginated reads, bounded history search, source links, messages,
file uploads, reactions, pins, bookmarks, topics, canvases, lists, and
approved channel operations.
- Restrict private-source publication, including automatic replies and
uploaded deliverables. Keep other people's bot DMs inaccessible.
- Reuse action receipts, idempotency, approvals, and reconciliation.
Suppress an identical explicit-send/final-reply duplicate. Return
governed results through their verified originating conversation.
- Add endpoint-bound personal search OAuth storage and lifecycle. Keep
native real-time search disabled until a runtime meets Slack's
transient-result requirements. Current runtimes use bounded history
search.
- Show capabilities, scope upgrades, and personal search authorization
in Settings/Access and Storybook. Document provider and runtime limits.

## Verification

- Current head `0eb21cba4`: CI checks pass and Greptile is 5/5 with no
unresolved findings. One unchanged rapid-callback timing test passed on
a single CI retry.
- Approval presentation regressions cover board-comment precedence and
exact Slack publication; the expanded database assertion passed in CI.
The local PostgreSQL startup probe later became unavailable, so that
final assertion was verified in CI. Slack setup and failed-run retry
browser tests also passed locally.

- Full workspace typecheck and build passed. Server typecheck/build
passed again after the approval routing fix.
- Broad local suites passed in separate groups: server 12,958 tests, UI
6,555, shared 770, skills catalog 20, and other workspace packages
2,652. CLI and serialized server checks passed after environment/timeout
retries. These are composite results, not one uninterrupted green
full-suite invocation.
- PostgreSQL authority regression covers admitted identity,
cross-company/task/agent rejection, recovery, retained-session
revocation, OAuth refresh/disconnect races, approval execution, exact
publication lineage, retries, uncertain sends, and duplicate
suppression.
- Gateway/response regressions cover separate-origin approval batches
and durable continuation. Focused provider, access, search, native
runtime, route, and AgentMail regressions pass.
- Storybook capability, missing-scope, OAuth configuration,
authorization, and disconnect states were inspected in the browser.
- Live staging: read a channel decision and full thread, create exactly
two assigned backlog tasks, add a reaction, paginate discovery to
exhaustion, and return bounded search matches with source links and
coverage.
- Live staging: create/edit/read a canvas and list, inspect the canvas
in Slack, post/edit one message, and create a channel only after
approval. New channels remain disabled for responses.
- Live staging: read a response-disabled channel from the requester's
DM; writes to that channel were denied. The test setting was restored.
- Final live retest passed: explicit file upload and exact content
read-back; approved deletion of only the disposable bot message;
continuation confirmation returned to the original Slack thread without
repeating the action.
- Optional OAuth, private multi-user boundaries, native RTS, and CLI
provider execution are not fully live-qualified. The staging agent
initially supplied malformed tool arguments; valid arguments succeeded,
and the tool/skill descriptions now emphasize UUID write keys.

## Risks

- Existing Slack apps must add scopes and reinstall for new
capabilities. Provider plans and document permissions can still restrict
operations.
- Instances need an independent `PAPERCLIP_TOOL_ACTION_SIGNING_SECRET`
for governed tool actions. The staging instance was configured with
explicit operator approval; fleet provisioning is a separate gap.
- Native RTS is not exposed on current transcript-retaining runtimes.
Bounded history scans are deliberately reported as incomplete. Inline
file reads support text/canvas content up to 256 KiB; other types return
metadata.
- Private document edits fail closed when the full audience cannot be
verified. Uncertain effects other than posts/uploads require inspection
instead of blind retries.
- Shared approval-delivery code now separates outcomes by source run to
preserve origin boundaries. No database migration is required.
- A separate completion-validator gap remains when the agent cites a
prior run's registered artifact during finalization. It asked for
registration again even though Slack delivery was confirmed. This change
does not add a connector-specific task-completion policy.

## Model Used

OpenAI GPT-6 through Codex, with repository tools, code execution, and
browser testing. The exact deployed model identifier and context-window
size were not exposed in the session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-22 15:29:07 -05:00
Devin FoleyandPaperclip df66219780 fix(ui): retry the latest failed task attempt (#13765)
## Thinking Path

> - Paperclip manages work done by AI agents.
> - The task thread lets an operator retry a failed run.
> - Legacy runs with transcript output did not get a failure marker.
> - The thread could therefore offer Try again for an older failure.
> - The server correctly reused that failure's existing retry, even when
it had already failed.
> - This change keeps the latest failure actionable and reports stopped
retry responses to the operator.

## Linked Issues or Issue Description

**What happened?**

Try again could return success without starting work. An initial setup
failure had an empty transcript. Its later retry produced output and
failed. Only the initial failure had a retry marker, so the button kept
requesting the initial failure's already-failed successor.

**Expected behavior**

Try again targets the latest failed attempt. An already-stopped retry
response shows an error and refreshes the task's run state.

**Steps to reproduce**

1. Start a legacy adapter task that fails before producing transcript
output.
2. Retry it. Let this attempt produce output and a final failure comment
before it fails.
3. Click Try again in the task thread.
4. Before this fix, the click targets the original failure and replays
the stopped successor.

**Paperclip version or commit**

Reproduced against `1483bb8bcf`; the regression is also present on the
branch base `8813a50105`.

**Deployment mode**

Authenticated server with a legacy adapter. The bug is in the shared
task UI and retry API client.

Related: #11650 adds a different recovery-notice action. This change
fixes failed-run markers and retry response handling. Searches found no
duplicate of this failure case.

## What Changed

- Render legacy failure markers even when the run has a transcript or
final comment.
- Keep later cancelled automatic retries from replacing the failed run's
retry action.
- Reject already-stopped retry responses in the API client so existing
error feedback appears.
- Refresh task run queries after both successful and failed retry
requests.
- Add regression coverage for failed and timed-out attempts, execution
gates with output, and retry response states.

## Verification

- Before the fix, the new regression tests failed: two selected the
original failure, and four accepted a stopped successor as success.
- Targeted task-thread, retry API, marker, and issue-page tests: 279
passed.
- `pnpm --filter @paperclipai/ui typecheck`: passed.
- `pnpm --filter @paperclipai/ui build`: passed.
- `pnpm check:token-gates`: passed.
- Full UI suite: 6,529 tests passed across 626 files.
- [CI run
35650385023](https://github.com/paperclipai/paperclip/actions/runs/35650385023):
all 53 checks passed, including full workspace build, typecheck,
unit/integration suites, and browser tests. The redundant local
full-workspace test run was stopped after CI passed; it is not counted
as a completed local pass.
- Greptile: 5/5 on `608ee58c99`, with no review threads or unresolved
comments. The branch is mergeable.
- `pnpm -r typecheck` and `pnpm build` were attempted. Both stop at the
Runner's Rust checks because this host has no `cargo`. The full
workspace checks passed in CI.

## Risks

Low risk. This changes UI presentation and response handling only. The
server's exact-retry idempotency, authorization, execution ownership,
and recovery gates remain in place. No schema changes or live task
mutations. Existing documentation describes this retry action; the fix
restores that behavior.

## Model Used

OpenAI GPT-6 (Codex), with reasoning, repository tools, and code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted checks;
full-workspace limits described above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
(existing behavior restored; no documentation change needed)
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 13:31:43 -07:00
DottaandPaperclip 8813a50105 feat: run GitHub review bots through Paperclip agents (#13717)
## Thinking Path

> - Paperclip manages agent work as tasks and runs.
> - GitHub chat brings repository conversations into those tasks.
> - A review bot needs the assigned agent, its authority, and governed
provider tools.
> - The existing channel connection did not supply that review workflow
or a complete setup journey.
> - This pull request adds GitHub App setup, account access, event
prompts, task-bound review tools, and exact-commit checks.
> - Operators can inspect each review through the same task, run, and
activity systems.

## Linked Issues or Issue Description

**Subsystem affected**

GitHub chat, governed connection tools, task execution, shared/database
contracts, and connector setup UI.

**Problem or motivation**

Operators need a GitHub review bot that runs their assigned Paperclip
agent. Mentions and PR events must preserve task ownership and requester
authority. Provider publication must use the bot App identity and
enforce the configured permissions.

**Proposed solution**

Extend the existing GitHub chat connector with resumable App onboarding,
linked-member and sponsored-guest access, editable event prompts, and
governed review operations. Validate structured assessments on the
server and compute a stable Paperclip Review check for the exact head
commit.

**Alternatives considered**

A separate review scheduler would duplicate Paperclip execution and
permissions. Reusing personal GitHub credentials would change the bot
identity and credential boundary.

**Roadmap alignment**

This extends the existing Connected Apps and governed-tool
infrastructure. The project owner requested and approved this design.
Related PR #8645 imports external Codex review feedback; this change
runs an assigned Paperclip agent and publishes its results through the
existing chat connector.

## What Changed

- Include the current Paperclip instance origin in the copied setup
prompt. Storybook uses its configured Paperclip origin; callback
parameters and URL credentials are excluded.

- Add a Claude/Codex copy button in the real setup and Storybook opening
step. Its detailed prompt asks four setup questions and guides
embedded-browser setup, verification, and optional required checks.
Clipboard failure exposes selectable instructions.
- Add a tutorial that explains why App installation, review scheduling,
and required checks are separate choices.

- Add manifest registration, an existing-App path, separate installation
and repository selection, repository refresh, and explicit account
confirmation.
- Add low-trust agent guidance, effective capability verification,
member selection, and explicit restricted guests with a sponsor.
- Add configurable PR events, prompts, repository overrides, rating
thresholds, and separate formal-review permissions.
- Give the assigned agent governed App tools to read PRs, comment, begin
an assessment, submit findings, and optionally submit a formal review.
- Bind review history, root PR events, and inline replies to ordinary
tasks. Deduplicate deliveries/findings and reject stale publication.
- Link check Details to the underlying task on the current trusted
hostname, or to Reviews before task creation.
- Add schema migration 0283, API contracts, production UI, and 49
interactive Storybook states.
- Repair local lease recovery. Keep the Cloud Dockerfile identical to
master; no provider-pack layer or runtime-default environment variable
is added.
- Retry only rolled-back wake-admission transactions after transient
endpoint-lock contention. A deterministic held-lock regression proves
one accepted wake.

## Verification

- Current head: `7ba761fe007bb798400d3e62346fa964f607f0f8`, rebased on
master `d9b3a5653e41f2ee5a1345b97c86a238f7a5c8e9`. Dockerfile has zero
diff against master. Final workspace typecheck and build passed. The new
PostgreSQL migration regression passed and preserves existing relation
and constraint identities after replay.
- Greptile reviewed this exact head at 5/5. There are zero unresolved
review threads and no merge conflicts.
- All current-head checks are green: 54 passed and two conditional
Storybook jobs skipped. This includes complete server/workspace test
suites, build, typechecks, policy checks, Runner suites, browser suites,
and security status. One timing-sensitive callback-ordering test passed
in isolation and its CI shard passed one retry. The duplicate local
full-suite run was stopped after CI completed; it is not counted as a
local full-suite pass.
- Before the final Slack rebase and migration renumbering, 186 focused
GitHub tests, 14 native bootstrap cases, token gates, and Storybook
build passed. The final rebase retained the new Slack communication
guidance.
- The embedded-browser setup test copied the full detailed prompt,
including the configured Paperclip instance URL. Desktop and narrow
layouts were checked. Component tests cover successful copying and
clipboard failure with selectable text and retry.
- Live local and hosted GitHub acceptance evidence refers to application
revision `cb703ac959876a07ebf3d7a295847f9f351eb6fc`. Real agent tasks
exercised issue mentions, automatic PR reviews, inline findings,
repeated mentions, task continuation, and failing-to-passing checks
after a push. The Storybook agent generated, built, and browser-rendered
pages; missing acceptance text failed, matching text passed, and broken
JSX produced an incomplete result.
- Live cases also covered independently disabled push events, prompt
injection, duplicate signed deliveries, rapid pushes, stale-result
rejection, finding deduplication, and restart recovery. Formal reviews
were denied while disabled and published only after explicit enablement.
Check Details links pointed to the underlying task on the trusted
hostname.
- Those hosted native Claude runs used the provider-pack layer now
removed from this PR. They do not prove native Claude works on the
standard Cloud image. A replacement hosted native Codex run is not yet
verified: the disposable QA tenant has only an Anthropic AI connection.
No new staging or production deployment was made for the packaging
removal.
- Required-check merge enforcement could not be tested because the
private disposable repository's GitHub plan rejected the rules
configuration. Published success/failure/incomplete check states were
verified directly.

## Risks

- Latest master allocated migration 0282 to Slack. The GitHub migration
is regenerated as 0283 with replay-safe table/index/constraint creation;
a PostgreSQL regression verifies existing relations and constraints are
preserved. Existing preview tenants remain subject to the fleet
migration-history compatibility preflight; no bypass is introduced.

- Migration 0283 adds company-scoped configuration, registration,
review, and publication records. Existing connections retain their
behavior until reviews/tools are enabled.
- Signed webhooks and expiring registration state remain required.
Hosted installations also need the companion narrow Cloud gateway
exemptions.
- Agent assessments can be incomplete or wrong. The server enforces
coverage/result structure, current-head publication, rating policy, and
separate formal-review permission; it does not replace code-review
judgment.
- No Cloud image packaging changes are included. Remote native
ACPX/Claude and OpenCode retain their existing operator-supplied
provider-pack prerequisite. Native Codex and Codex with managed MCP
tools do not require that pack. Earlier staging deployment evidence
refers to its stated revision, not this packaging-removal head.
Production rollout and merging remain outside this change.

## Model Used

OpenAI GPT-6 through Codex, with repository, code execution, API, and
embedded-browser tools. The exact serving model ID and context-window
size were not exposed by the environment.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:41:19 -05:00
DottaandPaperclip d9b3a5653e feat(chat): add initial Slack communication guidance and connection menus (#13760)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connectors let people use the same tasks and agent tools from
external conversations.
> - Agents need communication guidance that fits the conversation
medium.
> - That guidance belongs in the original task context, without repeated
instructions on each turn.
> - Connection owners also need clear settings and a consistent way to
remove a connection.
> - This pull request adds initial Slack guidance, optional connection
instructions, and chat connection menus.
> - The benefit is clearer Slack replies with the existing Paperclip
workflow and permissions.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Agent replies in Slack and chat connection management in the Apps
catalog.

**Current behavior**

Slack tasks do not carry a saved communication profile. The catalog
shows a separate Manage button and does not offer removal on every chat
connection row.

**Proposed behavior**

Save Slack guidance when a new conversation creates a task. Restore that
original guidance when a model session is rebuilt. Do not append it to
ordinary follow-ups. Expose optional additional instructions in Slack
Settings. Put Manage and Remove connection in a three-dot menu for all
chat providers. Keep Finish setup visible for drafts.

**Reason and benefit**

Small answers fit in Slack. Substantial deliverables use ordinary
document or artifact tools with a useful Slack summary. Connection
settings apply to new tasks and cannot change permissions. Users can
remove both active and unfinished chat connections from the catalog.

**Breaking changes**

Two additive database columns store endpoint preferences and the initial
conversation snapshot. Existing endpoints default to empty preferences.
Existing conversations keep their original behavior. Non-Slack guidance
is unchanged.

Related public context:
https://github.com/paperclipai/paperclip/pull/13741 improves native chat
recovery. This change adds communication context to those existing
execution paths. A search found no duplicate communication-guidance PR.

## What Changed

- Add a provider-guidance registry, enabled for Slack first.
- Persist optional endpoint communication instructions and capture an
immutable snapshot when a conversation creates a task.
- Resolve guidance from the verified company-scoped connection. Restore
it for fresh native and legacy sessions without per-turn reminders,
extra model calls, or extra context queries.
- Add the Slack Settings field, validation, audit coverage, and
Storybook save/error states.
- Add Manage and Remove connection menus for all seven chat providers.
Keep the draft setup button. Require removal confirmation and allow
retry after failure.
- Add regression coverage, an active/draft menu story, and connector
documentation.

## Verification

All CI checks are green for 5f48df4e0. Greptile scored this head 5/5
with no actionable findings. No review threads remain unresolved.

- Passed `pnpm -r typecheck` and `pnpm build` on PR head 5f48df4e0.
- Passed design-token checks, UI typecheck, and all 20 catalog tests
after rebase. Tests cover all seven providers, active/draft removal,
confirmation, cache refresh, errors, and cancellation.
- Verified the active/draft menu in Storybook. The interaction test runs
without browser console errors.
- Passed focused guidance, endpoint persistence/isolation, heartbeat
trust, native context, ACPX, adapter utility, and CLI recovery tests.
Full UI and CLI groups passed (6,512 and 502 tests).
- Tested real Slack conversations on staging: concise updates with
public links, a planning question with buttons, a saved plan, a saved
report, task creation and assignment, and explicit detailed output. Old
tasks retained original preferences after an edit; a new task used the
changed preferences. Restored the staging setting afterward.
- Existing safe progress remained visible without duplicate final
replies or private reasoning.
- Broad local tests found resource/time-sensitive failures that passed
targeted reruns. One Cursor archive-download fixture failed on both this
branch and the unchanged main checkout. The full local suite is not
claimed clean. All PR-head CI test shards passed, including general,
serialized, Runner, and browser suites. The redundant local full-suite
rerun was stopped after CI completed successfully.
- Live delegation was not tested because the staging company has only
one agent. Live testing also found separate latency and runner
task-editing capability gaps; this PR does not add connector-specific
workflow behavior to hide them.

## Risks

- Prompt guidance changes the form of new Slack replies. Explicit
requests for detail still take precedence.
- The additive migration is idempotent. Conversation snapshots remain
fixed when connection settings change.
- Native and legacy recovery must preserve the initial context without
duplicates; targeted tests cover these paths.
- Removing a connection stops new work through the existing lifecycle
action. It retains Paperclip task history and does not delete the
external app or bot.

## Model Used

OpenAI GPT-6 through Codex, with repository editing, shell tools, and
browser testing. The host does not expose a more specific model ID or
context-window size. No separate model calls were added to the product.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted suites; broad
local limitations are listed above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 14:14:25 -05:00
DottaandPaperclip b82661b561 refactor(connections): retire the legacy Composio broker (#13758)
## Thinking Path

> - Paperclip manages agents and their access to external tools.
> - Connectors expose these tools through a governed MCP gateway.
> - PR #13755 added a direct Composio MCP connection behind the
experimental MCP aggregators flag.
> - The old project API-key broker still created toolkit child
connections and showed a separate Services tab.
> - Keeping both paths leaves obsolete setup and session code in the
product.
> - This change removes the broker and preserves direct MCP setup,
credentials, permissions, and execution.
> - Saved legacy records fail closed and remain available for explicit
removal.

## Linked Issues or Issue Description

Related: #13755. This retirement supersedes the legacy-path fixes
proposed in #12630, #12632, #12634, and #12906. It does not close those
PRs.

**What existing behavior does this improve?**

Composio connector setup, management, and runtime dispatch.

**Current behavior**

Composio offers both direct MCP and a project API-key broker. The broker
mints sessions and creates one child connection per toolkit.

**Proposed behavior**

Offer only direct MCP. Remove the toolkit Services UI, REST routes, API
client, and session broker. Block saved legacy parent and child records
from discovery, execution, health checks, reconnect, and OAuth. Preserve
their records and credentials until the operator removes each
connection.

**Reason and benefit**

The direct MCP connector becomes the single supported Composio workflow.
Provider accounts remain managed in Composio.

## What Changed

- Remove the API-key catalog method and its generated-source definition.
- Delete Composio broker clients, session creation, account
synchronization, child lifecycle, and toolkit routes.
- Remove the Services tab, service rows, child provenance, and
cascade-removal controls. Keep Vercel provenance intact.
- Retain a shared retirement guard for stored legacy records. Show
Retired status and replacement/removal guidance in the connection list
and details; hide obsolete runtime controls.
- Preserve the experimental MCP aggregators flag and direct MCP
infrastructure.
- Replace broker fixtures with retirement tests and extend direct
Composio catalog/reconnect coverage.

## Verification

- Focused shared, server, and UI tests passed with one worker. Server
retirement tests use a name filter; no full local test suite was run, as
requested.
- Server and UI TypeScript checks passed.
- Token gates and UI build passed.
- Real browser: opened the saved Composio connection, refreshed all 11
tools, and ran the provider's read-only GitHub account-list operation
through the standard Test dialog as an agent. The provider returned
success using the existing OAuth credentials.
- See `doc/connections/COMPOSIO-BROKER-RETIREMENT.md` for scope and live
evidence.
- Storybook build passed. A fresh real agent used
`COMPOSIO_SEARCH_TOOLS` and `COMPOSIO_MULTI_EXECUTE_TOOL` to return the
actual Paperclip DeepWiki hierarchy: one success, zero errors. Gateway
audit records confirm both calls succeeded.
- Browser retirement check: a credential-free legacy fixture showed the
guidance, opened the direct MCP replacement flow, and was removed
through the standard confirmation.
- Focused regressions for the experimental settings copy and exact
OpenAPI route coverage passed. All latest-head CI checks passed (54
successful, two intentionally skipped); Greptile scored 5/5 with no
unresolved review threads. The PR has no merge conflicts.

## Risks

This intentionally breaks the old Composio project API-key and
child-connection workflow. Existing legacy records cannot run, even if
their stored status is active. Operators must create a new direct MCP
connection and choose access rules; credentials and grants are not
migrated. Remove each old record separately to delete its credentials.
No schema migration or data deletion runs automatically. Direct MCP
connections keep their existing grants and secrets.

## Model Used

OpenAI GPT-6 via Codex, with reasoning, code execution, and browser
tools. The exact runtime variant and context-window size are not exposed
in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-21 13:57:35 -05:00
1ef3b08714 feat(ui): integrate agent personas across the app (#13171)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A stable agent persona is useful only when the same identity appears
across the app.
> - Lists, task messages, selectors, and activity feeds need inexpensive
static avatars.
> - Onboarding and agent headers need a larger character with
expressions and pointer tracking.
> - This pull request connects the persona foundation to those existing
views and preserves onboarding draft assignments.
> - Full-page stories and Linux checks make the placements and
performance contract reviewable.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need a stable visual identity in lists, tasks, onboarding, and
configuration. External tools also need an image URL for that identity.

**Proposed solution**

Assign each agent a permanent palette from a fixed ClipLab character
library. Store the assignment on the agent. Render and cache preset PNG
URLs on demand. Use static images in dense views and one animated
character in larger placements.

**Alternatives considered**

A generated image bundle requires a separate asset build. A live
renderer in every avatar adds unnecessary work in large lists. Arbitrary
uploaded images do not provide the requested shared character system.

**Roadmap alignment**

This improves agent identity across existing control-plane views. It
preserves agent permissions, company boundaries, and status labels.
ROADMAP.md has no separate ClipLab persona milestone.

Related approaches: #2422 adds configurable image URLs and DiceBear
generation; #5578 adds optional uploaded avatars. This work uses a
fixed, versioned character library and preset URLs.

## What Changed

- Replace agent icons with static persona images across lists, the
sidebar, org charts, tasks, comments, selectors, activity, and dashboard
views.
- Put one animated character in the agent header. Let it follow the
pointer across the page, with reduced-motion and touch fallbacks.
- Add larger padded characters to agent creation. Keep the palette
stable across draft refreshes and connection retries, then reveal it
after success.
- Pass appearance through shared projections rather than fetching each
agent separately.
- Add real full-page Storybook examples for the agent list, overview,
task, dashboard, new-agent dialog, and connection page.
- Add Linux screenshot, clipping, density, and 500-avatar performance
checks.

## Verification

- `pnpm -r typecheck`, `pnpm build`, and token gates pass on the rebased
tree. Persona lifecycle tests pass.
- The rebased feature passes 38 Linux screenshot/performance checks,
including both display densities, corner pointer positions, and the
no-WebGL/no-live-download contract for 500 avatars.
- The final Linux persona suite passes all 38 visual, lifecycle,
density, and full-page checks using the standard Storybook configuration
and real on-demand avatar endpoint.
- Final local focused verification: 45 avatar/native-recovery tests
pass; UI identity/routine tests, typecheck/build, token gates, and
Storybook build pass.
- Current-head CI passes: full workspace/server tests, all serialized
server groups, typecheck/release checks, build, canary validation, and
end-to-end shards. The build passed after retrying a native-runner
concurrency-test failure; its three targeted cases also pass locally.
- Manual inspection covered stable identities in the app, header
placement, full-page mouse tracking, onboarding size, and task/dashboard
placements.


### Screenshots

Linux captures use synthetic Storybook fixtures. Full-page captures use
reduced motion. The live character, mouse tracking, and disposal are
checked separately.

<details>
<summary>Agent overview with the character in its header</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-agent-overview.png"
width="900" alt="Agent overview with the character in its header" />

</details>
<details>
<summary>Task messages and assignee identity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-task.png"
width="900" alt="Task messages and assignee identity" />

</details>
<details>
<summary>Larger onboarding character with room for expressions</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-meet-your-next-agent.png"
width="900" alt="Larger onboarding character with room for expressions"
/>

</details>
<details>
<summary>Dashboard agent activity</summary>

<img
src="https://raw.githubusercontent.com/paperclipai/paperclip/8c68f42b268ada22b67d79d0fe1bb0a2f84ec25c/screenshots/full-page-company-dashboard.png"
width="900" alt="Dashboard agent activity" />

</details>

## Risks

- This PR depends on #13170, the persona foundation. Merge the
foundation first, then retarget this PR to master.
- Many placements change from icons to character silhouettes. Human
avatars and authoritative agent status labels retain their existing
behavior.
- Only one character can render live per view. Reduced motion,
hidden/offscreen content, touch input, and renderer failures use the
defined fallbacks.
- The full-page stories use fixture data. They do not contact a real
company or complete real provider sign-in.

## Model Used

OpenAI Codex, GPT-6 family. The exact model identifier and context
window are not exposed in this session. Used code editing, shell
execution, browser inspection, and Linux visual testing.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
Co-authored-by: Tonio <tonework@gmail.com>
Co-authored-by: Claude Fable 5.1 <noreply@anthropic.com>
2026-09-19 07:57:53 -05:00
DottaandPaperclip 924f07be8c feat(chat): simplify Slack onboarding and account linking (#13638)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Chat connections let people start and continue that work from Slack.
> - Setup mixed app creation, credentials, URL verification, account
linking, and testing on the same screens.
> - People also needed a safe way to link their own Slack identity after
the first operator finished setup.
> - This pull request gives each step a clear place and keeps membership
approval separate from identity linking.
> - It also makes connection details easier to use and fixes misleading
callback health behind HTTPS proxies.

## Linked Issues or Issue Description

**Subsystem affected**
Cross-cutting: chat routes and services, shared contracts, and the Apps
board UI.

**Problem or motivation**
Slack onboarding made users find settings without enough guidance. A
second user needed operator help to link their account. Activity stopped
at 100 records, and TLS termination could mark working callbacks as
stale.

**Proposed solution**
Use six setup steps with editable app names, a generated manifest,
credential guidance, URL verification, account linking, and an optional
message test. Send each Slack user a private, expiring confirmation
link. Require company membership or an approved access request before
linking. Add cursor pagination and tolerate the internal HTTP hop in
callback diagnostics.

**Roadmap alignment**
This improves the existing connected-app surface and supports CEO Chat
without changing the task-and-comments model. The maintainer requested
and reviewed the flow during a live Slack test drive.

**Additional context**
Related work: #7, #3349, #13000, and #13620. Those cover broader chat
capabilities, older webhook paths, or plugins. This PR improves the
existing native connector's setup and account-linking flow. HTTPS
documentation was published separately in
paperclipai/paperclip-docs#128.

## What Changed

- Split Slack onboarding into six clickable sidebar steps. Keep
secondary and primary actions on one row.
- Generate the Slack creation link and read-only manifest from editable
app, bot, and command names. Add credential prefix validation and direct
instructions.
- Add live account-link status and an optional mention-based message
test.
- Add private, single-use Slack account invitations and membership
access requests. Retain cloud authentication/bootstrap checks and
enforce the chat rollout flag in all identity APIs. Default new Slack
connections to linked users only.
- Put Settings, Access, Conversations, and Activity in the sidebar.
Simplify conversation rows and remove active header badges.
- Add 25-item activity pages, stable timestamp/ID cursors, and replay
safety across pages. Preserve the legacy array API for clients without
pagination parameters.
- Fix false callback warnings when HTTPS terminates at a proxy. Keep
host, port, and path drift detection.
- Document the setup flow, pagination, callback diagnostics, and shared
wizard footer rule.

## Verification

- Passed: `pnpm -r typecheck`, `pnpm build`, and `pnpm
check:token-gates`.
- Passed: focused Slack callback and pagination integration tests; UI
clipboard, wizard, pagination, and activity tests; OpenAPI route tests.
The final access-gate fix also passes 27 focused tests covering cloud
authentication/bootstrap, nonmember invitations, token validity, and the
server-enforced rollout flag.
- Passed: all 1,002 chat integration tests, 6,356 UI tests, and all 11
provider browser scenarios (including mobile light/dark navigation).
After rebase, the identity route, sidebar, and 25 clipboard tests pass.
- The full local `pnpm test:run` was attempted. The first run found 14
Slack fixtures that needed explicit guest access; those are fixed and
the complete chat suite passes. Unrelated embedded PostgreSQL
startup/resource failures and timeouts prevented a clean full local run.
All CI checks pass on `2d858b036`, including the full chat, server,
workspace, build, typecheck, and browser suites.
- Live test drive: Slack app creation, credential setup, URL
verification, private account confirmation, mention messages, and thread
replies. Verified the callback warning clears for the existing proxied
connection.
- Review: create a Slack connection, follow the six steps, link a second
user's account, and browse older activity with Next and Previous.

## Risks

- Identity invitations carry a temporary capability. Tokens are hashed,
expire after 15 minutes, work once, and require explicit confirmation by
a company member. Access requests do not grant membership.
- New Slack connections reject unlinked people by default. Existing
connection settings remain intact.
- Activity is a live ledger. Updated action rows can move forward in
time. Older pages do not poll.
- Proxy tolerance affects health display only. Slack signature checks
and proxy authentication settings remain unchanged.
- No database migration or package-lock changes.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, code
execution, and browser verification. The runtime does not expose an
exact model build ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (targeted suites; full
local-run limitations documented above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-18 17:23:53 -05:00
Devin FoleyandPaperclip 6fe8e30625 feat(apps): add Railway connection and governed deployment tools (#13415)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Apps gives agents governed access to external resources.
> - Operators need to inspect Railway services, read logs, deploy code,
and run container commands.
> - Railway offers hosted MCP with OAuth, but broad remote actions hide
their internal operations.
> - This PR adds a branded connection and fixed direct operations
through the existing gateway.
> - Separate SSH keys enable container commands under the same grants
and policies.
> - Operators can require approval for an action and inspect the
resulting audit record.

## Linked Issues or Issue Description

**Subsystem affected**

Apps catalog, connection setup, gateway execution, and connection
documentation.

**Problem or motivation**

Agents need Railway access through Paperclip. Operators need to grant
and revoke that access, inspect available actions, and govern deployment
and container operations without giving agents provider credentials.

**Proposed solution**

Reuse hosted MCP OAuth, vault storage, catalog discovery, grants, and
the gateway. Probe the actual credential before enabling fixed GraphQL
operations. Use a dedicated grant-owned SSH key for bounded container
commands.

**Alternatives considered**

A catalog entry alone cannot execute the missing operations. The hosted
general agent has opaque internal effects. An unrestricted CLI runtime
can bypass action policy and inherit ambient credentials.

**Roadmap alignment**

This extends the existing MCP Tool Gateway & Apps path and the Connected
Apps direction in ROADMAP.md. It does not add a plugin or parallel
connection service.

Related PRs #311, #939, and #7861 concern hosting Paperclip on Railway.
They do not add this outbound Apps connection. The separate shared
agent-picker fix is #13414 and is not included here.

## What Changed

- Add the generated Railway catalog entry, official marks, provenance,
and OAuth setup guidance.
- Add fixed service/deployment status, bounded logs, and
redeploy/restart/rollback tools. Block source deployment until the
provider can atomically bind the approved repository and commit.
- Verify API access with an explicit workspace before exposing direct
tools.
- Add grant-owned SSH key setup and a bounded runner with host
verification, target checks, isolated state, and cleanup.
- Block the opaque hosted railway-agent and accept-deploy actions.
Preserve normal Allowed defaults and Ask-first policies for other
actions.
- Quarantine new or changed Railway schemas after initial discovery,
including reconnect.
- Add provider, lifecycle, gateway, SSH, UI, and browser fixtures.
Document setup, limitations, and the release checklist.

## Verification

- Security follow-up: removed the unsafe source-deployment mutation.
Direct calls and old active catalog entries are denied before any
upstream request, including normalized aliases. Refresh marks retired
entries disabled. All 386 focused Railway, catalog and gateway tests
passed, and server TypeScript checking passed. Full [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/35139421144)
passed on d86530ab9, including typecheck, build, all tests, runner
checks, and browser tests. Superagent passed and confirmed the P2 fix.
Greptile reviewed the same commit at 5/5 with no findings.

- CI follow-up: fixed the missing Railway SSH operation in the OpenAPI
document, including its request schema, operator-only authentication,
and error responses. The failure reproduced locally before the fix; all
403 selected API, Railway, catalog, and artwork tests passed after it.
Synced current master and resolved the catalog/artwork conflicts.

- After rebase: 440 focused provider, lifecycle, gateway, catalog, and
container-panel tests passed. AppDetail and AppsConnect passed another
196 tests.
- Full typecheck, build, token gates, and the gallery browser check
passed after rebase.
- During implementation, full build and the gallery browser check
passed. Shared generic-MCP fixtures covered OAuth callback/state/issuer
binding and failure paths.
- Local live consent and tools/list succeeded. There were 44 active
hosted actions and two blocked actions. A workspace-bound API probe and
direct project/service/environment reads succeeded. The inspected
project had no deployed services. No provider mutation ran.
- Full GitHub CI passed on commit 303340f19, including all
server/workspace test groups, typecheck, build, runtime verification,
release dry run, and browser tests. The original local full-run attempt
was incomplete; the complete automated suite is now verified in CI.

Manual review: connect Railway, review the actual actions, install for
an agent, and run a resource read through the gateway. Choose Ask first
before testing a deployment mutation. Configure a dedicated key only
when container access is needed.

**Release qualification is still open.** Live agent gateway reads/logs,
rejected and approved deployment calls, refresh/revoke, public HTTPS
consent, and SSH enrollment/commands/cleanup need an authorized
disposable service. The passing API diagnostic does not replace those
tests. See doc/connections/RAILWAY.md and RAILWAY-REVIEW.md.

## Risks

Overall risk is medium. New runtime behavior is gated to Railway
connections, but the PR changes shared catalog, credential lifecycle,
and gateway code. A regression in those paths can affect other Apps
connections. The highest-impact operations are Railway deployments and
container commands.

- Provider consent can authorize an entire workspace. Catalog labels are
not local resource allowlists. Direct tools check target membership, and
provider permissions still apply.
- Shell commands have broad internal authority. Action policy cannot
approve each internal shell step. Timeouts close the local connection
but cannot guarantee remote child-process termination.
- Log and command output may contain application secrets that pattern
redaction cannot recognize.
- Source deployment is unavailable until the provider supports atomic
repository/commit binding. Existing deployments can still be redeployed,
restarted or rolled back.
- No database migration is required. Rollback can remove promotion and
direct dispatch while preserving connection data and the generic MCP
path.
- Live Railway qualification must still pass before release acceptance.

## Model Used

OpenAI Codex, based on GPT-6, with code execution and browser testing.
An independent read-only security agent reviewed the local
implementation. The exact serving model ID and context window were not
exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-16 13:54:44 -07:00
DottaandPaperclip 728f7185f6 feat: add native in-app announcements with persistent dismissal (#13403)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Self-hosted boards need a way to show occasional product
announcements.
> - An app release should not be required to publish or withdraw a card.
> - Native card controls keep publishing consistent; the hero can use a
static image or isolated HTML/CSS animation.
> - This pull request renders a validated JSON feed with native
components.
> - It stores dismissals per account on each instance, so a closed card
stays closed across companies and browsers.
> - Named staging feeds let authors test content before production
publication.

## Linked Issues or Issue Description

**Subsystem affected**

Board application shell, announcement delivery, and user preferences.

**Problem or motivation**

Operators need a small, optional announcement card. Users need reliable
dismissal state. Authors need to test remote content without changing
the production feed.

**Proposed solution**

Add one non-modal AnnouncementWell. Fetch validated JSON and
content-addressed media through the instance server. Keep card controls
native, with optional sandboxed HTML/CSS animation in the hero. Use
stable announcement IDs for dismissal, an explicit empty manifest and
quiet 404 handling. Provide a staged publishing helper and isolated
test-drive guide.

**Alternatives considered**

Hosting the entire card as a page would move navigation and dismissal
into remote content. This change limits HTML to a scriptless, isolated
visual hero and keeps controls native. Browser-only storage would lose
dismissals across browsers, so the instance stores account preferences.

**Roadmap alignment**

ROADMAP.md has no overlapping announcement feature. A GitHub title
search found no related announcement pull requests. This work implements
a maintainer-requested feature.

## What Changed

- Add shared feed types, strict validation of every object, supported
routes, expiration and version checks.
- Add a board-only current-feed API, constrained media proxy, and
idempotent dismissal API. Store the first dismissal and its company
audit entry in one transaction.
- Cache upstream data for one hour. Use conditional requests, request
deduplication, response limits, public destination checks, and a
three-second deadline. Treat a remote 404 as an empty feed with a
fifteen-minute retry cooldown.
- Keep announcement visibility stable when focus moves to browser chrome
or another app pane; only tab visibility starts a return check.
- Add a responsive native announcement card. Respect onboarding, dialogs
and toast placement. Sync pending dismissals across tabs and retry after
reconnect or return.
- Add idempotent migrations for dismissals and validated publication
IDs, design-guide examples, static and animated Storybook examples, and
focused tests. The publication registry supports offline retries without
accepting caller-invented IDs.
- Add HTML/CSS animated heroes with static posters, automatic playback,
reduced-motion handling, strict DOMPurify validation, an empty iframe
sandbox and CSP that blocks scripts/network resources.
- Add validated staging publication, content-addressed assets, an empty
production manifest, preview fixtures, and authoring/operator
documentation.

## Verification

- The preceding implementation passed 98 targeted
shared/server/publisher/route/OpenAPI/UI tests and 127 tests including
the master rebase. The playback-control removal passes all 21
announcement UI tests, covering the rendered sandbox, fallback, reduced
motion, dismissal and slow/stale state lookups. The preceding
shared/server tests cover HTML validation and response sandbox headers.
- The playback-control removal passes UI typecheck, production UI build,
Storybook build and token gates locally. Browser verification confirms
the animated card has only its dismiss button and two links, with no
page errors. The full canonical CI matrix passed on current head
`00e416431edb610861599d50490270bbd0f3c6b6`: 32 successful checks and two
optional Storybook deployment checks skipped. This run needed no
retries. Greptile reviewed this same head at 5/5 with no outstanding
findings.
- The local canonical general-server run passed 12,063 tests before
reporting embedded-PostgreSQL startup failures in an unrelated fixture.
All 31 tests in that fixture passed across isolated retries. The UI
group passed 6,219 tests and other workspace groups passed 3,201; two
CLI database-startup failures also passed individually. Serialized
server suites were verified by the full CI matrix rather than repeating
them locally. No source changes were needed for these environment
failures.
- The real S3/CloudFront staging manifest and both media asset headers
were verified. Production remains empty/unpublished. The guide
distinguishes the preview host's disabled edge cache from production
cache requirements.
- In the isolated test-drive, the animation visibly moves without
playback controls. A 390×844 browser viewport keeps the card above
navigation. Reduced motion makes no animation request. Both themes
render correctly and browser page errors are empty. Browser fault
injection verified that scripts cannot execute and CSS cannot make
network requests; a missing animation leaves its poster and controls.
- Refresh leaves the animated card visible. Closing it persists after
reload and the API returns null. Earlier live checks verified dismissal
across browsers, company-relative CTA navigation, modal
deferral/restoration, and new-ID eligibility after restarting the same
database.
- The deployed empty feed and a real remote 404 return HTTP 200 with
null from the board API, with a usable dashboard and no announcement
popup or browser warnings.
- Authoring documentation covers staging, animated HTML constraints,
test-drive, withdrawal, ID reuse and cache-refresh steps.

## Risks

- Animation supports self-contained visual HTML/CSS and inline SVG,
without JavaScript or external resources. A static image is required.
Older builds that do not recognize the optional animation field quietly
hide that unsupported feed.
- The default feed makes an outbound request from an instance when a
board is used. Operators can disable it. Requests contain no account
IDs, company data, cookies or interaction events.
- Feed publication and withdrawal can take about 65 minutes to reach
returning users because of CDN and instance caches. Expiration also
removes visible cards locally.
- Dismissals follow an account within one instance. No-login instances
share the existing local-board identity. Separate installations do not
share state.
- Both tables are additive. A unique key prevents duplicate dismissals;
the transaction prevents duplicate first-dismissal audit entries. The
publication registry retains only validated IDs. AGENTS.md and the
implementation spec document the required exception to company scope for
these instance-level records.
- Publication was limited to separate public staging prefixes on the
existing preview host. Production remains empty/unpublished. No AWS
policies or infrastructure were changed.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime model ID and
context-window size are not exposed in this session. Capabilities used:
reasoning, code editing, shell execution, tests, browser interaction,
and tool use.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-14 10:19:54 -05:00
DottaandPaperclip b2acc674be fix: enable isolated subscription login on authenticated self-hosted instances (#13344)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - AI Connections store reusable provider credentials with company and
owner boundaries.
> - Self-hosted instances can require board authentication while running
agents on the local server.
> - The login UI treated those instances as unsupported and displayed
instructions without a command.
> - Removing that restriction must not expose the server operator's
existing CLI account.
> - This pull request enables owner-scoped login attempts and reuses the
existing login UI.
> - Users can connect Codex and Claude subscriptions on an authenticated
self-hosted instance.

## Linked Issues or Issue Description

**What happened?**

On an authenticated self-hosted instance, OpenAI subscription setup
displayed terminal instructions with no command and a disabled Connect
button. Claude also could not complete the local connection flow.

**Expected behavior**

An authorized board user can prepare an isolated sign-in attempt, sign
in on the server, and save the verified account as a Connection. This
must not import another user's or the operator's ambient credentials.

**Steps to reproduce**

Run Paperclip in authenticated mode with a local environment. Open
Connections, choose OpenAI or Anthropic, and select Subscription. The
previous UI never enabled local login preparation.

Related: #13247, #13248, and #10751. This fix preserves the restriction
on remote access to the operator's ambient Claude login.

## What Changed

- Allow company-authorized users to create, check, cancel, and complete
their own isolated local login attempts.
- Keep ambient Claude credential import restricted to the local
operator.
- Support isolated Claude credential files without falling back to the
host account or mutating process-wide environment variables.
- Use Codex device authorization so sign-in does not depend on a browser
callback to the remote server's localhost.
- Gate server-host login on authenticated public deployments unless a
trusted runtime host is configured. Publish the capability through
health so setup shows supported alternatives.
- Read isolated Claude credential files through bounded,
descriptor-bound opens with ownership, permission, and symlink checks.
Try the alternate filename after malformed JSON.
- Reuse shared login instructions and lifecycle hooks in onboarding,
agent setup, and Connections. Show health-query failures explicitly.
- Document authenticated self-hosted behavior and add authorization,
isolation, lifecycle, and UI regression tests.

## Verification

- Passed 71 focused tests across connection routes, credential
isolation, legacy compatibility, the shared login hook, and agent setup.
- Passed 89 onboarding regression tests.
- Passed `pnpm -r typecheck`, `pnpm build`, Storybook build, and `pnpm
check:token-gates`.
- Completed real Codex device authorization and Claude browser
authorization on an authenticated Linux self-hosted instance. Both
accounts were detected automatically and saved as Connected. Both
completed attempt directories were removed.
- These live checks cover login, credential validation, and connection
creation. They do not establish a new model execution or long-running
refresh result.
- Review follow-up: 68 focused checks passed after rerunning one route
socket error; the full route/health rerun passed all 49 tests. The
70-test onboarding suite also passed. Final workspace typecheck,
production build, and Storybook build passed again.
- The broad local run exposed an instance-name assumption in two new
assertions. The fixture now uses an explicit non-default instance, and
all 32 connection tests passed with a different inherited instance name.
The superseded broad run was stopped; this is not a claim that the full
local suite completed. Full CI results will be recorded before merge.

## Risks

- The server must have the provider CLI installed. Users still run the
displayed command on the server that hosts Paperclip.
- Authorization checks must keep login attempts scoped to the company,
owner, provider, and reconnect target. Regression tests cover cross-user
and cross-company access.
- Existing local-trusted Claude behavior stays available. Authenticated
remote users cannot use its ambient import path.
- No database migration, dependency change, agent binding change, or
provider routing change is included.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, code execution, and browser
tools. The runtime does not expose a more specific model version or
context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [ ] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 23:06:55 +00:00
DottaandPaperclip df984cbc2c fix: dispatch queued legacy messages with operator identity and task permissions (#13315)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Task conversations save messages that arrive during an active turn.
> - Legacy adapters deliver these messages in a later turn.
> - A run can stop before the saved queue is delivered.
> - The Interrupt button previously required an active run, so it could
not release this queue.
> - This pull request lets a board operator send the saved queue after
the run stops and retries queues missed during finalization.
> - Manual dispatch must use the clicking operator and must not require
permission to create agents.
> - The task can continue without a duplicate message or a second
execution owner.

## Linked Issues or Issue Description

**What happened?**

A legacy task retained a queued message after its run stopped. Interrupt
was disabled because the queue had no active target. Finalization and
deferred message admission can also leave a queue without a successor.

**Expected behavior**

Interrupt sends the saved messages when no runner is active. Messages
that arrive during normal completion are delivered automatically. An
uncertain previous execution still requires proof that its process or
sandbox stopped.

**Steps to reproduce**

1. Queue a user message during a legacy conversation turn.
2. Let the turn stop or simulate a server restart before queue
promotion.
3. Open the task with a deferred queue and no active run.
4. Try Interrupt. Before this change, the button is disabled.

**Paperclip version or commit**

Reproduced against `8f40b4ad4`.

**Deployment mode**

Legacy conversation adapter. The same persisted queue state is covered
with an isolated PostgreSQL fixture.

Related public work: #13275 adds active legacy interruption. #13291
addresses automatic sandbox conversation recovery. This change handles
explicit saved-queue delivery and late queue promotion.

## What Changed

- Accept a null Interrupt target while retaining queue identity,
revision, company, and assignee checks.
- Save the operator's request on the existing queue. Reuse normal
admission after verified stop, including older messages, different
authors, and queues whose original wake came from the system.
- Strip interruption authority from caller-supplied wake payloads. Only
the board queue route can persist that authority.
- Retry durable interruption requests after restart and deferred queues
after legacy cleanup.
- Let an explicit Interrupt retry cleanup for its stopped run, including
old ephemeral leases that recorded success without a provider stop
receipt. Preserve retained resources, other lease owners, and the
automatic retry limit.
- Preserve the server's waiting explanation when normalizing and
combining queue entries.
- Revalidate the consumed board queue receipt at dispatch so a different
message author does not cause setup failure.
- Use the Interrupt user's execution identity for the new run. Preserve
original message authors. Validate the receipt independently at startup
and inherit the resulting identity on retry.
- Persist authenticated board authority for ordinary manual wakes too.
Adopting someone else's queued messages cannot switch a manual run to
that author's permissions. Strip caller-supplied authority markers and
retain private conversation ownership checks.
- Keep the clicking user when a manual wake is merged into an older
deferred receipt. Update its requester and payload in the same
transaction.
- Use the same current-queue/revision API on task details and pipeline
conversations; show Interrupt after a legacy target stops.
- Keep manual wakes out of active runs, including unscoped agent wakes.
They receive their own execution identity; a matching receipt requester
is not sufficient because an exact retry can retain a different
originating identity.
- Authorize both existing-agent wake endpoints with `agent:wake`,
available to active non-viewer company members. Keep `agents:create` for
hiring. Validate the stored task and current assignee before an exact
task retry.
- Reject viewer Interrupt requests before saving intent or stopping
execution. Keep external chat retry authorization and per-action
agent/user permission checks.
- Preserve edits and discards until dispatch. Prevent another queue
promotion when the same agent already has a successor. Keep independent
reviewer recovery available.
- Suppress cancelled/failed run toasts for intentional operator
interruption. Keep ordinary runtime error notices.
- Add UI, route, admission, restart, successor ownership, and toast
regression tests. Document the behavior.
- Reuse the existing socket reservation helper for both
credential-quorum test cases after CI exposed an ambient-port collision.
This changes test preparation only; production credential staging is
still called exactly once.

## Verification

- Failing regression tests reproduced the message-author identity bug
and an operator's `agents:create` rejection before the fixes.
- All 316 focused tests pass across eight route, queue, identity,
authorization, continuation, and responsible-user suites, including the
44-test rerun of queue admission and actual startup after the final
manual-wake restriction. Regressions reproduce cross-user merging both
with and without a task, and same-requester receipt ambiguity. The
cross-company existence guard also passes both tests.
- Startup integration tests reach adapter execution under the clicking
operator and retain that identity through follow-up. Coverage includes
mixed authors, adopted queues, system-origin queues, restarts, forged or
stale receipts, viewers, suspended memberships, changed assignees,
private conversations, and caller-supplied authority markers.
- The earlier queue/cleanup/UI regression suite passed 402 tests. The
final review corrections pass another 180 tests across queue
admission/persistence, real heartbeat startup, UI API, conversation
rendering, and pipeline suites. Regression tests reproduced both review
findings before correction. The final head has a 5/5 review with no
unresolved threads. Full CI passes on `c2002979c`, including every
general and serialized server shard, all browser shards, Paperclip
Runner verification, typecheck, build, canary dry run, and the aggregate
gates.
- Full `pnpm -r typecheck`, `pnpm build`, and UI token gates pass after
the final application changes. CI identified an outdated task-page API
mock after the shared helper extraction; the fixture now exercises the
real helper, and all 131 task-page/API tests pass. The final application
build passes with the additional manual-wake restriction.
- CI exposed a pre-existing port collision in the Codex
credential-quorum fixture. It reproduced locally; both listener cases
now use the existing bounded reservation helper. All 41 credential tests
pass on rerun. One intervening local run hit a separate ambient bind
collision in the two-occupied-port case.
- The full local `pnpm test:run` attempt was stopped after host
contention caused focused-suite timeouts. The affected focused tests
passed on rerun. An expiring trace fixture and a missing
private-conversation state were corrected. The successful full CI run is
the complete-suite verification.
- Hosted Interrupt previously cleared the original queue and produced
exactly one successor with neutral interruption feedback. It exposed the
dispatch authorization defect. Retry on that earlier build was rejected
for missing `agents:create` before creating another run.
- Deployed the final application build (`38257f391`) to the scoped
hosted instance and verified readiness. The latest PR commit changes
only the credential test fixture; application code matches that
deployment. A live Retry by the same operator without `agents:create`
created one successor attributed to that operator, passing the former
dispatch permission gate. Startup then stopped at
`configuration_incomplete` because that operator has not configured
their required personal Claude Code OAuth secret; the post-deployment
run page confirms the operator identity and no provider work started,
and the My secrets UI still shows the token as not set. Provider
execution remains unverified pending that credential. No permission
grants or credentials were changed.

## Risks

Queue admission and finalization can race. The task lock, durable queue
receipt, current comment IDs, and successor guard prevent duplicate
dispatch. Process and lease stop checks, task pauses, approvals,
ownership, and budgets remain in force. The API change only allows null
on legacy Interrupt; native steering still requires an active run. No
schema migration is required. Active non-viewer board members can now
invoke existing agents without agent-creation permission. Agent
self-invocation rules, raw provider-trace admin access, task retry
scope, external chat authorization, and action-specific user/agent
permissions remain enforced.

## Model Used

OpenAI GPT-6 through Codex. The session does not expose an exact backend
model ID or context-window size. Used reasoning, repository search, code
execution, tests, and browser tools.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 17:11:30 -05:00
DottaandPaperclip 8d6232e7b0 feat: reuse provider sign-in across AI connection workflows (#13248)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Users connect provider accounts during onboarding and agent setup.
> - They should reuse and manage those accounts through the existing
Connectors interface.
> - A second login wizard would diverge from the established provider
workflows.
> - This pull request composes the existing sign-in components into
Connections and agent configuration.
> - Users can select accounts without changing their agent's harness or
model.

## Linked Issues or Issue Description

**Problem or motivation**
AI credentials are configured separately from Connections. Agents cannot
consistently reuse a responsible user's account or a permitted shared
account.

**Proposed solution**
Manage AI accounts with the existing Connections grants and permissions.
Keep model and harness selection independent from credential selection.
Preserve legacy authentication until validated adoption.

**Alternatives considered**
A separate credential registry would duplicate ownership and access
policy. Automatic fallback would risk using the wrong account.

**Roadmap alignment**
This extends the shipped Apps, multi-user, secrets, and agent-runtime
capabilities. The maintainer requested the feature and reviewed the UI.
Related groundwork: #11899 (connection permissions), #10910 (connection
wizard), #11692 (Claude subscription profiles), and #11854 (Codex
account rotation).

## What Changed

- Add compact AI-account management to the existing Connectors pages.
- Reuse AgentProviderConnection, AdapterLoginPanel, AdapterLoginChrome,
and authentication controllers.
- Add the shared connection picker to agent setup/settings and task
requests.
- Preserve onboarding's sequence and reuse existing accounts.
- Add local-login recovery, retry, cancellation, and React StrictMode
handling.
- Add interactive Storybook scenarios, design-guide examples, and app
acceptance checks.

This is part 2 of the AI Connections change. The runtime foundation in
#13247 is merged. This PR now targets master.

## Verification

- Updated against master `47ded8bf9`, including the landed runtime
foundation and upstream task-search changes.
- Full workspace typecheck, production build, Storybook build, and token
gates passed on the integrated branch. Final local-login changes passed
59 focused tests; new-agent and inbox regression suites passed 63 tests.
- Browser checks verified automatic local Claude account detection,
resumable Codex login commands, retry, focus restoration, and
desktop/phone layouts. Commands create their isolated directory before
invoking the CLI.
- All CI test, browser, build, packaging, and runner jobs passed on
final head `dd17d3211931dd70aaa6ea619d83a7f9966dd18e`. The fresh
Greptile review is 5/5, the security scan passed, and there are no
unresolved review threads. The final CI aggregate gates passed.
- Local general-server coverage passed 11,804 tests; three
port-collision failures passed in an isolated 25-test rerun. All 6,111
UI tests passed. CLI coverage passed 484 tests; its remaining doctor
test requires port 3199, which is occupied by an unrelated report server
on this Mac. The complete CLI suite passed in CI.
- Live browser testing verified Codex API-key reconnect inside a task
card on desktop and phone. Real provider runs resumed and completed with
unchanged connection/grant identity and agent routing.
- Tested opening, cancelling, reopening, and completing connection
creation. A regression confirms Connect another account cannot submit
the new-agent form or copy provider keys into agent settings.
- Added shared inline repair, automatic local sign-in checks, and
responsive connection dialogs. Standalone Daytona installation ignores
workspace configuration and suppresses dependency scripts. Its
standalone build also passed with CI's exact pnpm 9.15.4.
- Destructive live tests are excluded by default. Explicit opt-in, local
deployment checks, and matching disposable fixture identities are
required before any mutation.

## Risks

- Local Codex/Grok creation requires the connection-specific terminal
login command.
- Browser sign-in uses the existing supported-environment controllers.
- This update verifies live local Claude detection and Codex API-key
task repair. New subscription authorization/refresh and
independent-human/native-runner isolation were not reverified in this
update.
- No agent automatically adopts managed Connections.

## Model Used

OpenAI GPT-6 through Codex, with reasoning, repository tools, code
execution, and browser testing. The exact runtime model identifier and
context-window size are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 16:51:26 -05:00
DottaandPaperclip 4d317274ce feat(channels): add experimental iMessage Photon (#13299)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Channels connect external conversations to company tasks and agent
execution.
> - Slack, Discord, and AgentMail already provide durable delivery and
access controls.
> - People also need to reach an agent from Apple Messages and send
photos.
> - Photon provides shared Pro DMs, dedicated numbers, and authenticated
event recovery.
> - This pull request connects Photon to the existing channel services.
> - People can message an agent while Paperclip retains task ownership
and approval authority.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting: channel services, shared contracts, database constraints,
Apps, and agent Channels UI.

**Problem or motivation**

Paperclip has no iMessage channel. A person cannot use Apple Messages to
start a task, send a photo, or answer an agent's pending question.

**Proposed solution**

Add experimental **iMessage Photon** with Pro-compatible shared DMs or a
dedicated Photon Cloud number per agent channel. Reuse channel
admission, identity links, task generations, publication, and
interaction continuation. Keep groups disabled for shared allocation.
Dedicated lines support groups that an operator explicitly enables.
Require a fresh linked message and a published agent response before
setup completes.

**Alternatives considered**

Shared allocation has no owned phone number, so it reserves one project
and allows DMs only. Dedicated allocation reserves one stable number.
Local Mac access needs a separate deployment model. The upstream Photon
Chat SDK adapter does not persist the poll mappings and send receipts
required here. This change uses the lower-level SDK without adding
another agent runtime.

**Roadmap alignment**

This extends Connected Apps and agent communication through the existing
channel subsystem. It does not add a parallel tool connection or agent
loop. GitHub searches for Photon and iMessage found no matching provider
implementation.

**Additional context**

This ships behind the existing experimental channel gate. Dedicated-line
release qualification remains incomplete. Real Photon Pro DMs passed
task/reply, native poll, text answers, confirmation rejection, media,
restart, pause, reconnect, revocation, and removal tests. An
operator-supplied iPhone camera HEIC also passed the full round trip.
Dedicated groups remain unqualified. See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) and [the
implementation plan](doc/plans/2026-09-11-imessage-photon.md).

## What Changed

- Add the provider catalog entry, shared setup contracts, and a forward
migration. A global partial index reserves the dedicated number or
shared project until its endpoint is archived.
- Add Cloud project inspection, vaulted project credentials,
selected-line token renewal, and a leased receiver. Persist checkpoint
updates under the receiver lease. Shared project replay accepts sparse
increasing sequences only after a complete recovery barrier.
- Connect DMs and enabled groups to existing task generations, sender
authorization, ordered delivery, and publication services. Keep each
iMessage conversation on its task after completion; only explicit `/new`
or `/close` releases the binding. Publish committed inbound comments
live and label their human bubbles “Sent from iMessage” in both
task-chat renderers.
- Persist immutable text/file send identities, upload receipts, poll
IDs, option IDs, per-person drafts, and canonical interaction
continuation proofs.
- Add source-bound file recovery, bounded HEIC/HEIF conversion, JPEG
previews, and related Live Photo companion video retention.
- Add the three-step setup flow and channel management surfaces with
official branding. Preserve the experimental gate and existing
pause/disconnect behavior.
- Add interactive production-component Storybooks for setup, access,
recovery, and ongoing conversations. Add provider, integration, catalog,
and browser regression coverage. Document setup, recovery, supported
boundaries, and qualification gaps.

## Verification

- Live Photon Pro, SDK 2.1.0: linked iPhone messages create a task and
receive native Codex replies in Apple Messages. Unlinked senders cannot
start work.
- Three real follow-ups each reopened the same completed task. Incoming
bubbles appeared on its open page without reload and showed “Sent from
iMessage.” The third follow-up ran after restarting the server on
`4d7222110`; the agent correctly repeated its previous reply from before
the restart.
- Native polls after restart, sequential text drafts, required-field
correction, explicit submission, approval rejection with a required
reason, and native continuation passed against Photon.
- PNG, text documents, synthetic HEIC, and a real iPhone camera HEIC
passed in both directions. The camera photo produced a 3024×4032 JPEG
preview. The native agent described it and returned the received HEIC
byte-for-byte.
- Pause/resume, reconnect, identity revocation, removal, `/status`,
`/new`, `/close`, and stale answers after close passed live. Messages
suppressed by pause did not become work on resume. Removal stopped
intake and removed credential bindings.
- All 304 focused tests passed on `4d7222110`. These cover Photon
unit/integration behavior, both task-chat renderers, live comment
hydration, completed-task continuity after restart, enabled groups,
duplicate delivery, and explicit reset/close. The selected Teams
completion-boundary regression also passed. Full workspace
typecheck/build and token gates passed for the conversation fix; the
final UI changes passed their affected typecheck/build and tests.
- All 26 new Photon Storybook Playwright cases passed in light and dark
themes, including the complete shared-DM setup journey and 390px mobile
follow-ups. UI typecheck and the Storybook build passed. These stories
use simulated Photon responses and do not replace the live evidence
above.
- The full chat-adapters browser suite previously passed all 39 cases.
Migration checks passed, and migration 0275 applied to the isolated live
instance with the earlier Photon migration already applied.
- The local full Vitest run was previously interrupted by the host's
embedded-Postgres shared-memory limit; it is not a full-suite pass. All
30 applicable CI checks passed on preceding head `7a5419cac`, with two
skipped checks and Greptile 5/5. Head `24f8e1aae` adds an explicit
required-story discovery guard to the 26 passing Storybook cases.
Greptile rates this final head 5/5 with no unresolved review threads.
All 30 applicable CI checks passed, with two optional checks skipped.
- A repeated live send key suppressed the duplicate but returned gRPC 6
/ SDK `internalError` without an original receipt. Paperclip keeps
unknown delivery unresolved. This provider behavior is covered by a
regression test.
- See [the verification
record](doc/connections/IMESSAGE-PHOTON-VERIFICATION.md) for package
versions, redacted live evidence, deterministic coverage, and remaining
qualification gaps.

## Risks

- Dedicated group qualification remains unrun; groups are disabled for
the approved Pro scope. Real iPhone camera HEIC passed transport,
preview generation, agent inspection, and return. Keep the channel
experimental; the dedicated-line release matrix remains incomplete.
- Shared recovery and attachment aliases were verified against the live
gateway. Duplicate writes currently return an error without the original
receipt; unresolved sends require operator resolution. The
implementation fails visibly on invalid replay ordering, a reset cursor,
or changed identity.
- The HEIF converter passed on macOS arm64 and in Linux CI. Windows HEIF
binaries have not been executed in this work. Linux musl has no packaged
converter. Unsupported conversion retains the original and reports the
missing preview.
- The migration adds a global reservation across companies for Photon
numbers and shared projects. Paused and revoked endpoints keep that
reservation until removal.
- Integration touches shared channel services. Existing provider browser
coverage passes; broad repository verification is recorded above.
- `pnpm-lock.yaml` is intentionally excluded under repository policy.
The repository bot owns lockfile updates. The additional Superagent
supply-chain scan is neutral/inconclusive because these new dependencies
are not yet in the committed lockfile. Its security scan passed; all
required CI checks pass.

## Model Used

OpenAI Codex, GPT-6 family, with reasoning, repository inspection, code
execution, browser testing, and tool use. The exact served model
identifier and context-window size are not exposed in this session. No
sub-agents were used.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 15:23:50 -05:00
DottaandPaperclip ab15aff390 feat: add experimental persistent agent chat (#13284)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Conversations must use the same tasks, controls, and execution
history.
> - Users need an ongoing chat with an agent without managing task
properties.
> - Agents should clarify and plan work, then hand execution to assigned
project tasks.
> - This pull request combines the reviewed Agent Chat stack for one
squash merge.
> - The benefit is persistent conversation with normal task governance
and shared UI.

## Linked Issues or Issue Description

**Subsystem affected**

Task lifecycle, agent runtime tools, shared task UI, and browser/paid
runner tests.

**Problem or motivation**

Users need one persistent conversation with each agent. A separate chat
store or renderer would duplicate task behavior and bypass existing
controls.

**Proposed solution**

Use a task-backed chat per company, user, and agent. Reuse the task
composer and transcript. Clarify and plan in chat, then create assigned
project tasks with the relevant plan. Keep Agent Chat behind its own
disabled-by-default experimental setting.

**Roadmap alignment**

This implements the task-backed direction in [CEO
Chat](https://github.com/paperclipai/paperclip/blob/master/ROADMAP.md#-ceo-chat).
Related proposals: #2504 and #9693. Related request: #7981. The
maintainer requested one squash merge of the complete stack.

Consolidates the reviewed runtime
[#13281](https://github.com/paperclipai/paperclip/pull/13281), backend
[#13282](https://github.com/paperclipai/paperclip/pull/13282), and UI
[#13283](https://github.com/paperclipai/paperclip/pull/13283) layers
with this PR's E2E coverage. All four layers passed CI and received
Greptile 5/5 before consolidation. This PR targets master and includes
the complete feature.

## What Changed

- Add personal canonical chat tasks with ordinary company visibility,
immutable identity, idempotent first sends, and an idle waiting state.
- Process `/new` in queue order. Preserve history, release a chat pause,
and fence old provider context and delayed writes.
- Keep chat lifecycle rules across recovery, finalization, assignment,
task lists, and rollups.
- Support research and plan revision in chat. Hand plans to ordinary
assigned project tasks before execution starts. Reject new chat
subtasks.
- Add repository-aware project creation and discovery tools, including
multiple repository IDs and GitHub URLs, authorization, idempotency, and
durable project-created cards.
- Reuse task UI components for chat, with starred/recent agent
navigation and a separate `enableAgentChat` experimental flag.
- Add deterministic browser tests and 24 paid chat cells across four
Codex/Claude profiles, with validated reports and screenshots.
- Integrate current master recovery, controller lease, queued-message,
and task UI changes. Gate chat interruption and deferred promotion on
ownership/feature policy. Guarantee lease renewal and active controls
are stopped even if teardown fails.
- Preserve master's migration 0273 and generate chat migration 0274 with
idempotent replay for development databases.

## Verification

- Prior exact heads of all four PRs passed Linux CI, including build,
typecheck, general/serialized tests, and browser E2E. Each had Greptile
5/5 and no unresolved findings.
- Integrated local verification passed: full repository typecheck and
production build, Storybook build, token gates, 340 focused UI tests,
all 20 deterministic chat browser tests, two migration replay tests, 88
focused chat/queue/native/controller tests, and provider/session
regressions including real lease expiry. These include the three
lifecycle regressions for the final admission/teardown fixes; server
typecheck also passes. Current head
`1268eda16cc2af892055917e7292f068820be135` has Greptile 5/5 with no
unresolved findings and passing security scans. All final-head CI gates
passed: build, full Runner verification, typecheck/release registry,
canary, all general/serialized test shards, and all browser E2E shards
([CI
run](https://github.com/paperclipai/paperclip/actions/runs/34696739927)).
Local PostgreSQL startup contention required serialized retries; skipped
fixtures do not count as passing coverage.
- The earlier paid campaign passed all 24 chat cells and retained 32
screenshots:
[report](https://d1p6rlowie26tp.cloudfront.net/runner-e2e/campaigns/gha-34648511170-1/index.html?report=agent-chat#suite-agent-chat).
It tested `abacbdfd2f660709ec37312cdb758284c8399d04`; it is prior
evidence, not a paid run of this integrated head.
- Manual check: enable Agent Chat in Experimental settings, open an
agent, clarify and revise a plan, then hand off to an assigned project
task. Stop a reply, send `/new`, and verify fresh context with retained
history. Disable the setting and verify agent shortcuts/new chat turns
are blocked.

## Risks

- Queue/session integration can affect retries and delayed writes. Tests
cover ownership, cancellation, reset boundaries, idle recovery, and
ordinary task behavior.
- Migration 0274 adds conversation fields and constraints. Replay is
idempotent and preserves existing development chat history.
- This combines the previously reviewed stack at the maintainer's
request. Agent Chat remains off by default and is separate from
Conference Room.

## Model Used

OpenAI Codex, GPT-6 Astra (`gpt-6-astra`), with reasoning, code
execution, browser tools, and parallel review. The exact context-window
size is not exposed in this session. Codex and Claude also ran as test
subjects in the linked paid campaign.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-12 08:56:04 -05:00
DottaandPaperclip f12b647ae8 fix: reliably interrupt and resume legacy message queues (#13275)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can collect more messages while its agent works.
> - Legacy runners must stop the active process before they can receive
those messages.
> - The old Interrupt action cancelled the run but could leave the queue
idle and hidden.
> - Codex could also classify a cancelled run as successful or start a
fresh process after cancellation.
> - This pull request joins cancellation, preserves the provider
session, and dispatches the current queue after cleanup.
> - The benefit is reliable interruption with the saved message order,
edits, and deletions.

## Linked Issues or Issue Description

**What happened?**

Interrupt could strand a legacy message queue. The UI could hide pending
messages after the run stopped. A Codex signal exit could race the
cancellation write. A stale session warning could also trigger a fresh
process after an interrupted resume.

**Expected behavior**

Interrupt stops the active turn and sends the remaining messages once,
in their saved order. Deleted messages stay deleted. An interrupted
Codex turn keeps its session and does not restart itself.

**Steps to reproduce**

1. Assign a task to a legacy Codex agent that runs a long command.
2. Queue three messages. Edit one, discard another, and move the last
message first.
3. Click Interrupt in the queue.
4. Repeat the interruption while the resumed session runs another
command.

Related work: Refs #13160, which moves native queue steering into the
wake-queue module. This change fixes legacy interruption and keeps
native steering unchanged.

## What Changed

- Add a revision-checked, company-scoped endpoint for legacy queue
interruption.
- Promote only the requested queue after the provider stops and releases
its lease. Retry its persisted interrupt intent from the scheduler after
a promotion error or server restart.
- Keep pending legacy queues visible after a run stops. Use server state
for the interrupt result.
- Serialize owned process cancellation before classifying the adapter
result. Preserve late session and log metadata. Acknowledge cancellation
only when an actual process or process group was owned; scheduler
placeholders retain their normal release policy.
- Send Ctrl-C to legacy Codex. Prevent missing-session fallback once the
session has started.
- Add cancellation race, multi-actor queue order, durable retry, resume
fallback, and stale request regression tests. Document the behavior.

## Verification

- Real browser tests passed with legacy Codex CLI and ACP engines, using
Codex 0.153.4 and gpt-5.6-sol.
- All three automated ACP browser scenarios passed locally: immediate
Interrupt delivery, no replay of an unfinished write, and pause
requiring Resume. Updated the old test expectation that required a
separate “go” after Interrupt.
- Browser tests covered queued edits, deletion, reordering, deleting the
final message, and repeated interruption.
- Two consecutive CLI interrupts kept one provider session. Both stopped
processes exited. The final message arrived once.
- `pnpm -r typecheck` passed.
- `pnpm check:token-gates` passed.
- All 346 post-review scheduling, recovery, queue-route,
archived-company, worktree-suppression, and stale-queue regression tests
passed.
- All 318 process-recovery and durable-chat tests passed after the final
cancellation guard.
- Codex adapter, queue UI, issue-page, and OpenAPI contract tests
passed.
- `pnpm build` passed.
- Full local suite coverage completed with
`PAPERCLIP_IN_WORKTREE=false`, using the stable runner and its CI
shards: 618 general server suites, all 145 serialized server suites, and
all workspace groups. Every failing suite passed a targeted rerun after
the fixes, rebuilding the native test fixture, correcting macOS
temporary-path setup, or retrying setup/timing failures. Existing skips
remain.
- The original monolithic run reported failures before the final fixes;
its failed suites were rerun rather than rerunning all 618 suites again.
The final process-recovery/durable-chat regression run passed all 318
tests.
- All CI checks passed for `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`:
[run 34654820774, attempt
2](https://github.com/paperclipai/paperclip/actions/runs/34654820774/attempts/2),
including typecheck, build, all test shards, E2E, and canary. The
signoff and Cursor sandbox tests each hit a timeout in the initial
attempt; both suites passed locally, and both failed shards passed their
single CI rerun. All three corrected ACP browser scenarios passed in CI.
- Greptile reviewed `e30eaf787f23a5511a3cb3cdb5abbccab9ed001d`: 5/5, no
open review threads.

## Risks

Cancellation order affects local adapters. The tests cover signal exits,
graceful exits, adapter exceptions, termination errors, and cancellation
write errors. Embedded adapters keep their cancellation controls.
Ordinary run cancellation and task pause keep their distinct queue
policies. No database migration is required.

## Model Used

OpenAI Codex, GPT-6, with reasoning, tool use, browser testing, and code
execution. The exact serving model ID and context-window size are not
exposed in this session. The live test runner used OpenAI gpt-5.6-sol.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 18:26:59 -05:00
DottaandPaperclip 2083bf6f9a feat(connections): add AgentMail inboxes and email tasks (#13256)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Connections give agents controlled access to external services.
> - Experimental channels already map conversations to tasks and durable
work queues.
> - Email needs inbox ownership, recipient envelopes, delivery records,
and explicit sends.
> - This pull request adds AgentMail to that infrastructure and keeps
the provider key in the server vault.
> - Agents can receive and send email from local or sandbox execution
while the board follows each conversation in its task.

## Linked Issues or Issue Description

**Problem or motivation**

Agents need dedicated email addresses. Incoming email should become
assigned work. Internal task comments and progress must never become
outgoing email by accident.

**Proposed solution**

Add experimental AgentMail connections, an inbox assignment wizard,
durable email intake and publication, task email cards, and
authenticated API, CLI, and native runtime actions. Agents use Paperclip
credentials to request sends. Paperclip owns the provider key and
enforces access and task authority.

**Alternatives considered**

A general mailbox MCP connector does not provide durable task binding or
publication boundaries. A separate mailbox application duplicates task
collaboration. The board instead directs the agent through the normal
task conversation.

**Roadmap alignment**

This extends the existing experimental connections and task
infrastructure. Product scope and interaction design were reviewed with
the maintainer. Related connection authority work: #11831 and #11818.
The duplicate search found no competing task-based AgentMail
integration.

## What Changed

- Add AgentMail catalog data, shared contracts, company-scoped email
records, and an additive migration.
- Add vaulted setup, inbox assignment, access grants, trust guidance,
and provider-side allowlist guidance.
- Support WebSocket and signed-webhook intake through a shared durable
pipeline, deduplication, catch-up, and task wakeups.
- Queue explicit new conversations and replies with immutable send
intents, idempotency, delivery state, and uncertain-send resolution.
- Show inbound and outbound email cards in normal task conversations.
Keep internal messages internal.
- Add task-scoped CLI actions and the sandbox callback routes required
for Daytona execution.
- Provide a dedicated AgentMail skill automatically only to agents with
active authorized inbox assignments. Keep email instructions out of the
universal Paperclip skill.
- Advertise connector-owned `agentmail_inboxes`,
`agentmail_read_thread`, `agentmail_send`, and `agentmail_delivery`
tools only in eligible native sessions. Recheck live authority on
execution.
- Isolate Codex CLI connector skills by agent and skill revision.
Deliver the assigned skill in the run prompt for adapters that use
shared skill directories, including resumed turns. Keep automatic skills
out of manual persistent sync. Show them as read-only and document the
pattern in the connector playbook.
- Fix AgentMail health checks that entered local-stdio validation and
optional missing Codex credential cleanup in sandboxes.
- Add API, pipeline, authorization, sandbox, browser, and Storybook
coverage.

## Verification

- Live AgentMail testing covered WebSocket intake, signed webhooks,
restart catch-up, and a full receive → task → Daytona Codex CLI →
explicit reply → Delivered round trip. The reply was verified in the
other inbox. The normal task composer also initiated an outgoing email
child task.
- The connector-skill change was verified in the browser: AgentMail
appears once as an automatic, read-only skill with its assigned address.
Disabling experimental chat connections removes it; re-enabling restores
it. A regression test covers assignment data arriving after library
data.
- Connector regression coverage passed 178 runtime utility, email
integration, skill-route, and heartbeat tests. All 17 Codex execution
tests passed, including per-agent skill isolation, model identity,
revision changes, removal, and prompt delivery without shared skill
files.
- After rebasing onto master, all 44 focused email, heartbeat, and
native-authority tests passed. All 313 native-session executor tests
passed. The UI regression suite passed all 3 tests. These test sets
overlap earlier focused runs.
- Full workspace typecheck and build passed after the rebase. Token
gates passed. Earlier focused Playwright task/setup coverage and the
Storybook build also passed.
- Native connector tool execution uses deterministic integration tests.
Live Daytona qualification used the Codex CLI adapter; the new
shared-home prompt fallback has deterministic coverage.
- The full repository suite is run by CI. The earlier unsharded local
full-suite attempt was stopped after the equivalent CI suites passed and
is not reported as a completed local run. Greptile reviewed
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb` at 5/5 with no unresolved
threads. All server, workspace, serialized server, and browser suites
passed in CI. The build job hit a five-second timeout in a runner
transport test; both variants and the full 80-test file passed locally
with unchanged timeouts. The build passed on retry on the same commit
without code or timeout changes. All required CI gates, including the
final `ci / verify` and `ci / e2e` summaries, are green on
`7e57dc267a8446d3c906e3cc5b8abc94fb8860eb`.

## Risks

- Email from external senders can start normal agent work. Setup
recommends a low-trust agent and AgentMail sender controls. Sender
addresses never grant board membership.
- Provider timeouts can leave uncertain sends. Retries retain their
idempotency key; expired windows require reconciliation or operator
resolution.
- Connector skills and native tools are assignment-dependent and require
current access. Revocation denies retained calls; assignment changes
select a new runtime context.
- Activation remains behind the experimental-channel setting. The native
runner path has deterministic coverage; live Daytona qualification used
the Codex CLI adapter.
- Schema changes are additive. Inbox ownership is unique across
companies. Disconnect preserves provider inboxes and task history.

## Model Used

OpenAI GPT-6 (Codex). Used reasoning, repository tools, code execution,
and browser testing. The exact deployment model ID and context-window
size were not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 16:56:38 -05:00
Nicky LeachandPaperclip ad4f0b5867 Fix Codex API key authentication in tests and runs (#13260)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agent runtime settings can bind organization secrets to an adapter
environment
> - Paperclip redacts plain environment values when it returns a saved
agent to the UI
> - A saved-agent test sent the redacted `CODEX_HOME` value back to the
server
> - Codex ACP also received the API key without an ACP API-key
authentication request
> - This pull request restores saved environment values for tests and
selects API-key authentication for Codex ACP runs
> - The benefit is that Codex agents can test and run with an
organization-scoped OpenAI API key

## Linked Issues or Issue Description

**What happened?**

Testing a saved Codex agent sent `***REDACTED***` as `CODEX_HOME`.
Secret normalization rejected that placeholder. Remote Codex ACP runs
received `OPENAI_API_KEY`, but session creation stopped with
`Authentication required`.

**Expected behavior**

Paperclip must use the saved `CODEX_HOME` value when it tests an
existing agent. Codex ACP must select API-key authentication when
`OPENAI_API_KEY` is available.

**Steps to reproduce**

1. Create an organization-scoped secret named `OPENAI_API_KEY`.
2. Give a Codex agent access to the secret.
3. Save the agent runtime settings.
4. Test the saved agent again.
5. Run the agent in a remote sandbox through ACP.

**Paperclip version or commit**

Reproduced on master before commit
`68c17709d7c051a804a416263e2e08920f1dfcb1`.

**Deployment mode**

Self-hosted server with a remote sandbox environment.

**Installation method**

Built from source.

**Agent adapter(s) involved**

Codex.

## What Changed

- Send the saved agent ID with adapter environment tests.
- Restore redacted plain environment values from the saved agent before
test-time secret resolution.
- Select the Codex ACP `api-key` authentication method when
`OPENAI_API_KEY` is present.
- Add focused regression coverage for saved-agent tests and remote ACP
launch configuration.

## Verification

- `pnpm --filter @paperclipai/adapter-utils exec vitest run
src/acpx-engine/execute.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/agent-adapter-validation-routes.test.ts`
- `pnpm --filter @paperclipai/ui exec vitest run
src/lib/test-agent-setup.test.ts`
- `pnpm -r typecheck`
- `pnpm test:run`
- `pnpm build`
- `git diff --check`

## Risks

- Low risk. The test route reads saved configuration only when the
request supplies a compatible agent ID and the caller can update that
agent.
- The Codex ACP change applies only when `OPENAI_API_KEY` exists and no
explicit `DEFAULT_AUTH_REQUEST` exists.
- There are no schema migrations or telemetry changes.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex with `gpt-5`. The context-window size is not exposed in
this runtime. The model used reasoning, repository search, file editing,
command execution, and test execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 13:58:29 -07:00
DottaandPaperclip 7b829efdf6 feat: show tasks created from a task by project (#13241)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - A task can cause an agent to create more tasks.
> - Those tasks can belong to other projects or have another parent.
> - The subtask view does not show all work created from the current
task.
> - This pull request adds a Tasks tab with separate subtask and
creation groups.
> - Operators can follow created work without changing its parent or
project.

## Linked Issues or Issue Description

**Problem or motivation**

Operators need to see all work that an agent creates while running for a
task. Parentage alone does not describe this relationship. Legacy and
native runs must follow the same rules.

**Proposed solution**

Show all subtasks in one section. Separately group tasks created from
the source task by their current project, with a No project group when
needed. A created subtask appears in both sections. Use saved run
context and recorded creation activity to find the source task.

**Alternatives considered**

Making all created tasks children would change their hierarchy. Removing
overlap between sections would hide the creation relationship. This
change keeps the two memberships separate.

**Roadmap alignment**

This extends the existing Activity log & action attribution capability.
It does not add a new roadmap area. Related PR: #9727 adds a stored
source-task field and inbound attribution UI. This PR adds the outgoing
task list using existing run and activity records and does not require
that schema change.

## What Changed

- Add a company-scoped createdFromIssueId filter to issue lists.
- Save the actor run during task creation, including legacy child-helper
calls.
- Recover historical run attribution from creation activity when the
origin run is absent.
- Render the production Tasks panel with all subtasks and independently
grouped created work.
- Keep progress only for subtasks. Add folding, hover fades and project
links.
- Fetch all result pages and refresh on issue activity. Show load
failures with Retry.
- Add database, API, UI and pagination tests, design-guide examples and
Storybook pages.

## Verification

- Before rebase: 158 targeted tests passed. Workspace typecheck,
UI/server builds, Storybook build and token gates passed.
- After rebase: full workspace typecheck and build passed. The cursor
fix passes 26 focused tests and UI/server typechecks.
- The full local test command completed its general-server group with
10,563 passing tests and two failures: a missing native-runner fixture
and a concurrency-test timeout. Building the fixture and rerunning both
affected files passed all 41 tests. The local command stopped before its
remaining groups; all corresponding GitHub test shards passed on the
submitted head.
- GitHub checks on commit 3b4bf0bd8: 31 passed, including the aggregate
CI gate, all server/workspace/browser test shards, typecheck, build,
runner verification, canary dry run, policy and security checks. Two
conditional Storybook jobs were skipped by the workflow.
- Greptile reviewed commit 3b4bf0bd8 at 5/5 with no unresolved comments.
- Open Storybook at UX Labs / Tasks Created From a Task / Full Task
Page. Check that a created subtask appears in both sections. Fold each
group and use a project link. Check the No project group and first-task
arrival story.

## Risks

- Old tasks without a saved origin run or attributed creation activity
cannot be linked to a source. The code does not infer a source from a
shared creator or a comment.
- The new list filter reads run and activity records. Source, run,
activity and result stay within the requested company.
- Task creation now saves the actor run when no explicit origin run is
supplied. Existing explicit origins remain unchanged. No database
migration is required.

## Model Used

- OpenAI GPT-6 through Codex. The runtime identifies the model family as
GPT-6 but does not expose a more specific model ID or context-window
size. Used reasoning, repository tools, code execution and browser
inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-11 12:39:08 -05:00
DottaandPaperclip 889947c238 feat: add experimental native chat connectors (#13038)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - People also ask agents for work in their existing chat tools.
> - Each external conversation needs one task and a current authorized
source.
> - Retries, Stop, and provider failures must not duplicate work or
expose private data.
> - The first chat PR establishes the opt-in provider and data
contracts.
> - This PR adds experimental channel integration and its durable
control plane.
> - Users can request work from connected channels and inspect delivery
in Paperclip.

## Linked Issues or Issue Description

Refs #13100 and #13092. This is the second of exactly two chat PRs.
Foundation #13100 is merged and changed 143 files. Runner prerequisite
#13092 is also merged. This PR changes 400 files against master, below
the 500-file review limit. It contains no wireframe images or HTML
galleries.

## What Changed

- Add native Slack, GitHub, Microsoft Teams, Telegram, and Discord chat
connections. Keep chat disabled unless the operator enables experimental
chat connectors. Preserve the production GitHub tool connection and its
normal setup path.
- Bind each provider bot identity to one immutable Paperclip agent. Bind
each admitted external conversation to one task. Paperclip owns tasks,
runs, permissions, and audit records.
- Add durable admission, per-conversation queues, questions, task
controls, progress, final replies, images, files, and delivery receipts.
Board comments remain internal unless explicitly sent to the channel.
- Check current identity, provider reach, resource access, credentials,
runtime generation, and exact source before provider effects. Keep
private responses private. Never send raw reasoning, private logs,
credentials, or tool arguments.
- Hold uncertain sends for explicit audited resolution. Make Board
Send-to-channel atomic and idempotent. Keep reconnect and setup
credentials in Paperclip secret storage.
- Preserve current native-runner authority across retries, lost
acknowledgements, and recovery. Keep immutable input and completion
contracts separate from newer user input. Receipt reconciliation cannot
launch a provider.
- Reconcile chat close/new ordering and provider-effect lock order.
Audit resource access changes in the same transaction. Submit only the
selected resource from each UI toggle so stale pages cannot undo
unrelated access changes.
- Drain Codex stdout before certifying process exit. Bound the drain
with the existing shutdown grace. Preserve observed terminal authority
without treating an undrained process as successful or reusable.
- Incorporate master `018ca5da` with its ACP Stop, mobile task layout,
runner packaging, and official lock changes. Preserve dedicated
chat-answer continuations in both directions when ordinary queued
comments are adopted after Stop.
- Fence late adapter readiness behind an earlier Stop for the same run.
Preserve verified cleanup for registered adapters. Handle single Stop,
agent pause, duplicate Stops, and failure release without creating a
false cancellation receipt.
- Incorporate master's `6dd48cad4` wake-queue extraction. Preserve exact
failed-chat retry authorization and lineage, retired question-source
suppression, and the block on generic recovery that would discard the
admitted source. Fresh deferred input retains its separate promotion
path.
- Incorporate master `2a05b5ed3` and its queue-admission extraction,
simplified transaction ports, and separate runner CI job. Preserve exact
durable receipts, actor separation, and dedicated-answer isolation
through the new module. A failed receipt insert rolls back the
accompanying deferred-wake merge.

## Verification

Current head: `afe19299d06253cb628eb398e91d1200ea9f412a`, incorporating
master `2a05b5ed3457ea33efd6895520447d1d97fe98d8`. The conflicts are
resolved. This successor fixes two test-harness boundaries exposed by
CI: per-case route-module preparation and actual durable-save completion
before intentional runner termination. Production code and all existing
test/turn deadlines are unchanged. [Exact-head Greptile
review](https://github.com/paperclipai/paperclip/pull/13038#issuecomment-5587250594)
is **5/5**, completed September 10 at 13:20:55 UTC, with no actionable
findings or open review threads. [Fresh exact-head
CI](https://github.com/paperclipai/paperclip/actions/runs/34481724341)
passes **all 24 jobs**, including Build and both required aggregates.
Normal exact-head guarded merge was attempted and rejected by the
remaining branch approval policy: CODEOWNER review is required and no
human approval is present. Normal **squash auto-merge is enabled** as of
September 10 at 13:36:26 UTC. Requested CODEOWNERS have been notified;
no approval bypass or self-approval was used. Earlier-head results below
remain historical evidence, not qualification of this successor.

- Final exact-head Linux evidence: 995/995 chat integration cases; 36/36
agent-skills routes; 35/35 runner live-session cases, including real
process kill/resume; 1948 runner Vitest cases with three existing
benchmark/platform guards; 870/870 API-authority cases; and 104 browser
cases with four existing optional skips. Rust, conformance/replay, full
repository build, typecheck, canary, all server/workspace shards, and
both required aggregates pass with normal CI concurrency. Earlier failed
attempts remain recorded below.

- Latest test-only qualification: 141/141
route/permissions/authentication cases pass in separate cold forks, with
plain server types and independent review clear. The real-runner suite
passes 35/35, with plain runner types and independent review clear. A
controlled premature-save acknowledgement fails as expected; matching
ownership/effect/process evidence, rejected saves, real turn outcome,
test abort, and pre-kill liveness are covered. No local reproduction of
the original CI scheduling failure is claimed. The preceding [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34479680858)
passes 21/24 jobs, including all 995 Linux chat cases and browser
aggregate (104 passed, four existing optional skips); only Build, the
skills serialized shard, and the required verification aggregate fail.
Its exact-head Greptile review was 5/5. Both failed job logs are
retained.

- Final fixture qualification: all eight focused Discord cases and all
995 chat integration cases pass. The exact modal statement/PID is
observed before taking the real connection lock; the test then proves
its actual blocking relationship before mutation. Original SQL
execution, provider behavior, negative assertions, and 1s/15s timeouts
remain unchanged. Independent review is clear and test/production hashes
remain frozen. The preceding [CI
attempt](https://github.com/paperclipai/paperclip/actions/runs/34477184777)
passed 22 jobs, including Build/runner, typecheck, canary, all other
test shards, and browser aggregate (104 passed, four existing optional
skips); the two fixture failures and failed verification aggregate
remain recorded, not relabeled as a pass.

- Current queue-module composition: 308/308 recovery/batching/queue/Stop
tests; 995/995 full chat integration; 89/89 module tests, including real
PostgreSQL receipt-insert rollback; 24/24 workflow/module-boundary
tests; plain server and UI types. All four actual local process/ACP
browser paths pass in 1.4 minutes. Fresh databases, no skips or retries,
stable reviewed source hashes. The initial boundary failure is retained;
its no-op service wrapper was removed without changing recovery context
or weakening the check. An exploratory standalone test-directory
typecheck fails because its new upstream transformation config is not a
standalone typechecking project; standard CI/build does not invoke it,
and no configuration was weakened to suppress those diagnostics.

- The preceding head `e02a63d462ce5d47433b0aeb632bb6fd20aab1ba` passed
[all 24 CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34436462958)
and exact-head Greptile review at 5/5. Required CODEOWNER review
prevented its normal merge before master advanced again.

- Final extracted-module composition: 307/307 recovery, batching, queue
and Stop-control tests; 995/995 full chat integration; 49/49 module
tests including eight PostgreSQL adapter cases; and 19/19 issue-update
tests. Plain server types pass. All four actual local process/ACP
browser paths pass in 1.3 minutes. Fresh databases, no skips or retries
in these cohorts, frozen source hashes, and independent review clear.

- The preceding head `3e4e1c1c` passes [all PR CI
jobs](https://github.com/paperclipai/paperclip/actions/runs/34415826820),
including Build and required `ci / verify` and `ci / e2e`. Both the
original Rust failure and the previously load-sensitive lineage fixture
pass with unchanged Linux concurrency. Master advanced afterward and
required this reconciliation.
- Final master composition: 448/448 focused UI tests, 186/186 adapter
tests, 24/24 queue/control tests, and 11/11 packaging tests. Plain UI,
server, shared, and adapter types pass. Token gates and diff checks
pass. Independent server and UI reviews are clear.
- Stop-registration regression: both real-service cases fail against
exact `a95` source and pass with the fix. The full corrected
recovery/control suite passes 265/265. Duplicate-owner and failed-Stop
controls also pass. Plain server types pass. The readiness barrier
prevents provider startup without adding an acknowledgment to an already
terminal run.
- Final qualification strengthens terminal-field equality and repeats
both affected cases successfully on a fresh database. All four actual
local process/ACP browser paths pass again in 1.3 minutes, without skips
or retries. The final screenshot shows Cancelled, a paused subtree,
retained input, and no error toast.
- Two new actual-service regressions fail before the merge fix. They
prove that queued-comment adoption could consume a dedicated chat answer
or add unrelated input to that answer. The fixed four-case cohort
passes, including ordinary upstream continuation and adapter Stop
controls. Full recovery passes 257/257. All four actual local
process/ACP Stop browser flows pass in 1.4 minutes, without skips or
retries, on a fresh database.
- The unchanged runner artifact was qualified with 171/171 transport
tests, 870/870 API-authority tests, conformance 1/1, and replay 11/11.
Six controlled reader tests prove the exit/drain repair. Its local
serial Rust workspace passed 546 top-level cases plus two invoked
helpers; the later passing Linux CI supplies default-concurrency
evidence.
- Prior exact-source full chat integration passes 995/995. Settings
regressions cover concurrent stale pages, 501 destinations, pending
state, rejected updates, and explicit retry. These deterministic tests
do not prove live provider behavior.
- Retained failed attempts and their causes are in the [qualification
log](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-chat-queue-and-webhook-repair.md).
The first merge adapter run timed out while macOS slept for 290 seconds.
Its unchanged repeat passed with a temporary sleep guard. No assertion,
deadline, or CI gate was weakened.

Review commands include `pnpm --filter @paperclipai/server exec vitest
run src/__tests__/heartbeat-process-recovery.test.ts
src/__tests__/issue-queued-comments-routes.test.ts` and `pnpm exec
playwright test --config tests/e2e/playwright.config.ts
tests/e2e/acp-stop-continuation.spec.ts`. Database suites require fresh
disposable databases. See the [browser
runbook](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-04-chat-adapters-browser-e2e-runbook.md)
for provider setup and separate live acceptance steps.

## Risks

- This remains experimental. Deterministic tests and bounded live
evidence do not establish every provider feature, tenant, permission
layout, or media shape. Teams work-tenant qualification is still open.
- Failed and uncertain provider effects remain visible and can require
operator action. A transport receipt does not prove recipient
visibility.
- Native controller and runner artifacts must remain compatible.
Preserve lease ownership, terminal authority, source binding, and
quarantine during future changes.
- Access and audit rows commit together, but activity notifications
remain best-effort. This is not a new durable event outbox.
- The PR operation does not deploy a live server, replace its runner, or
change provider permissions. Remaining live qualification is documented
in the [temporary
handoff](https://github.com/paperclipai/paperclip/blob/afe19299d06253cb628eb398e91d1200ea9f412a/doc/plans/chat-adapters/2026-09-08-open-qualification-followups.md).

## Model Used

OpenAI Codex assisted with implementation, tool execution, testing, and
review. The work records `gpt-6-astra` assistance. The environment does
not report a context-window size. No private reasoning traces are
included.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-10 10:06:45 -05:00
DottaandPaperclip 8cfd30fb07 feat(ui): add composer Stop and simplify task controls (#13104)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task composer is where operators direct running agents.
> - Operators need to stop work without leaving the conversation.
> - Existing pause controls already hold task trees and interrupt both
runner types.
> - This pull request connects the composer to those controls and
removes repeated feedback.
> - Operators can pause work quickly and still queue messages while
agents run.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

Task pause, resume, and cancellation in the task page and composer.

**Current behavior**

The empty composer cannot stop a running task. Task controls require
extra confirmation and reason text. Pause can show several notifications
for the task already on screen.

**Proposed behavior**

Show Stop while this task runs and the composer is empty. Text or
attachments switch it to Send. Stop and the menu use the same manual
pause hold. Parent pauses include descendants. Keep task cancellation in
the menu with a compact confirmation. Show one quiet pause row and gray
cancelled-run details.

**Reason and benefit**

Operators can interrupt execution with one click. Drafts and queued
messages keep their existing behavior. The UI waits for actual
termination, including native cancellation acknowledgment.

**Breaking changes**

No endpoint, schema, or task-status change. Pause no longer asks for
confirmation or a reason. Resume now honors the existing wake-agents
option. Task notifications are suppressed for the task and subtree
currently in view.

Related UI work: #8228 changes navigation and composer shortcuts. This
PR covers execution controls. No duplicate Stop-button PR was found. The
change improves existing controls and does not duplicate a roadmap
milestone.

## What Changed

- Add Stop, pending feedback, duplicate-click protection, and inline
errors to the composer.
- Share the pause mutation across the composer, active-run controls, and
menu.
- Poll affected runs after a pause request. Require native cancellation
acknowledgment.
- Remove pause confirmation and shared reason fields. Reduce cancel
confirmation to its task count and actions.
- Honor wake-agents for executable tasks only. Preserve the pause when
recovery review is needed; show partial wake failures inline.
- Preserve explicit legacy reconciliation decisions while their
continuation waits for dispatch.
- Suppress notifications for visible task trees. Use quiet pause and
cancellation feedback.
- Add interactive stories using production controls and native/legacy
end-to-end tests.

## Verification

- User reviewed the running feature and revised Storybooks in the
browser.
- Rebased focused checks passed: 295 original targeted tests, 161
updated route/page/notification/status tests, and 26 recovery
integration tests.
- Both isolated runner journeys pass on the final revision (1.7
minutes). Coverage includes queueing, parent and child interruption,
persisted holds, no automatic continuation, reconciled resume,
cancellation, terminal exclusions, and no Stop toast.
- Native coverage uses real runnerd with a deterministic provider
fixture. Legacy coverage checks actual process termination. Live
hosted-provider execution was not tested.
- Repository typecheck and build, Storybook build, and token gates
passed after rebase. The final server typecheck/build also passed.
- The broad local run completed its general-server stage with 7,219
passing tests, 48 skipped, and two failures from cached pre-fix source
and a stale native provider fixture. Both failed tests pass in fresh
final-head reruns after rebuilding the fixture; the script did not
continue to its later local stages. CI runs all test groups on the final
revision.
- Final revision: all 31 applicable CI checks passed; Storybook visual
regression was skipped by its workflow conditions. Greptile: 5/5, zero
unresolved comments.
- Review `Tasks / Execution Controls` in Storybook. Type and clear a
draft, stop a run, expand cancellation details, and test the menu on
desktop and mobile.

## Risks

- Stop pauses descendants for a parent task. This is the existing pause
contract.
- A held task can remain active if interruption fails. The UI shows an
error instead of claiming termination.
- Resume can start multiple assignees when wake-agents is selected.
Backlog, blocked, and terminal tasks stay excluded. Existing execution
reconciliation remains mandatory where required; Resume never invents
action-outcome evidence.
- Notification suppression uses the visible task and cached subtree.
Notifications for unrelated work remain enabled.

## Model Used

OpenAI GPT-6 through Codex. The exact runtime snapshot and
context-window limit are not exposed in this session. Used reasoning,
tool calls, code execution, and browser inspection.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-09 12:18:56 -05:00
DottaandPaperclip cd4c4ed205 fix(ui): stabilize task loading and live feeds (#13095)
Coordinate initial conversation reveal, preserve message identity and reading anchors during live updates, and bound transcript reads with recoverable retries. Cover desktop/mobile navigation and rich task loading with actual-route browser tests.

Verified all Linux CI gates, 5,575 local UI tests, eight layout browser scenarios, and recorded native Codex walkthroughs. Greptile: 5/5; all review findings resolved.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 10:00:37 -05:00
DottaandPaperclip 35fdc0c66b fix: make task recovery durable and preserve current requests (#13075)
Make task recovery durable and preserve the latest user request across native and legacy continuations. Keep routine recovery quiet and prevent replay when action outcomes are uncertain.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-09 09:14:25 -05:00
DottaandPaperclip e200104727 feat: review connection actions from tasks (#13063)
Bring governed connection reviews into task history and composer approvals. Share resolution with Connections, add scoped remembered permissions, and resume agents through durable outcome receipts.

Keep cards compact, collapse raw results, isolate untrusted provider output, bound continuation payloads, and reconcile missed live events. Add Storybook coverage, browser journeys, and service regression tests.

Verification: all PR CI gates passed, Greptile 5/5, security scans passed, five connection-review browser journeys passed, and real native Codex approval/continuation was verified against the local MCP fixture.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 19:37:13 -05:00
DottaandPaperclip 2043e0c735 fix: repair runner configuration, macOS execution, and artifact galleries (#13062)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent adapters select a provider, a model, and a runtime.
> - Runner conversion rejected existing Claude agents. The model list
mixed providers.
> - The native Claude runner rejected custom models and could not launch
on macOS.
> - This pull request fixes conversion, model selection, and verified
macOS execution.
> - It also groups configuration fields consistently across adapters and
opens artifact images in the task gallery.
> - Operators can change an agent configuration and run the selected
model on their Mac.

## Linked Issues or Issue Description

**What happened?**

Converting an existing Claude agent to Paperclip Runner failed with a
Codex-only restriction. ACPX Claude showed unrelated models and required
`claude-sonnet-5`. Its native runtime rejected macOS. Configuration
mixed common model settings with process controls. Artifact cards
labeled “Open gallery” navigated to attachment URLs instead of opening
the task gallery.

**Expected behavior**

Conversion keeps agent identity and compatible settings. ACPX Claude
uses the normal Claude catalog and accepts typed model IDs. Codex uses
the native runner. The verified Claude runtime can launch on macOS ARM64
and x64. Common configuration sections place the same fields together
across adapters. Artifact images open in the shared task gallery with
navigation and downloads.

**Steps to reproduce**

1. Open the configuration of an existing Claude agent.
2. Convert it to Paperclip Runner.
3. Select ACPX Claude and a different catalog model or a typed model ID.
4. Save the agent and run a disposable task on macOS.
5. Inspect configuration and advanced run-policy controls across
adapters.

**Paperclip version or commit**

The bugs were reproduced on `165ca56a22adb60e5fda56045442d9c8498116a8`.
This branch was rebased onto `7ed122911`.

**Deployment mode**

Built from source. Local test-drive instance on macOS ARM64 with an
isolated database.

Related work: #11798 addresses unsupported ACP session options in the
existing adapter path. #13048 addresses working-folder preservation.
This change fixes native runner configuration and launch behavior.

## What Changed

- Remove the Codex-only conversion restriction. Preserve agent identity,
instructions, directories, credentials, and compatible model settings.
Reset incompatible sessions while retaining history.
- Show ACPX Claude and native Codex as distinct provider choices. Remove
ACPX Codex from advertised configuration. Normalize legacy
configurations before fresh runs without rewriting historical run
descriptors.
- Select model catalogs and cache entries by provider. Support refresh
and typed model IDs. Pass exact Claude IDs through session creation,
model changes, and recovery.
- Add verified macOS ARM64 and x64 Claude SDK snapshots. Bound
executable allocation and total snapshot size. Preserve package checks,
dependency isolation, process ownership, cancellation, and Linux
descriptor loading.
- Probe local runtime readiness. Report remote platform checks as
incomplete until the remote runner verifies its runtime.
- Surface actual model rejection and allow correction and retry.
- Repair missing ACPX goal-capability helpers exposed by the post-rebase
live test. Persist and restore the optional capability without breaking
session startup.
- Put Agent identity first and intentionally remove the Capabilities
editor, as requested. This is removal of UI editing, not relocation:
preserve existing capability metadata and API compatibility without
adding another editor. Use the themed select for configurable permission
modes, with normal text instead of monospace.
- Put model and provider under Adapter. Give environment variables their
own section. Fold command and arguments under Configuration. Fold
lifecycle, timeout, and interrupt grace under Advanced Run Policy. Hide
single-option permission controls.

- Open image and video artifact cards in the existing task gallery,
including cards in the artifacts panel. Chat attachment images use the
same gallery. Preserve standalone media previews and download links.

## Verification

- Rebased focused UI/API/database suites: 293 tests passed.
- Rebased native runtime and ACPX suites: 242 passed, 7 skipped.
- Repository typecheck, build, and token gates passed for the runner
changes. Gallery follow-up UI typecheck, build, and token gates also
passed.
- Follow-up UI suites passed (86 tests), packaging checks passed (14
tests), and the final focused runtime suites passed (126 passed, 7
skipped).
- Linux container isolation and lifecycle fixtures passed before rebase
(57 passed, 2 skipped). Rust ACPX provider-session tests passed after
rebase (8 tests).
- Browser tests completed actual Claude and native Codex tasks on macOS
ARM64. They covered conversion, catalog refresh, a non-default catalog
model, a typed `haiku` ID, save/reload, cancel, follow-up session
continuity, invalid-model errors, and recovery.
- Final-revision live tests completed a typed Claude task, a follow-up
with the same provider session, and a native Codex task on macOS ARM64.
- Browser tests confirmed the moved interrupt-grace field saves and
survives reload. Cross-adapter tests cover Claude, Codex, Gemini,
process, gateway, and schema forms.
- Full local run: 7,080 passed, 30 skipped, and two timeouts. Both
timeout suites passed on isolated rerun (84 tests); the failures were
the plugin login-worker exit diagnostic and the runner real-server
vertical slice.
- Final follow-up checks: 50 registry tests and 45 snapshot/installation
tests passed (6 platform-specific skips). Oversized executable rejection
is covered before allocation or reading; unsupported-platform tests
invoke the real installation probe.
- Runner head `ddb5101c483a297f74875ab96b3c66035b002d50`: all CI gates
green, including full runner verification, repository build, typecheck,
general/serialized server suites, browser tests, and canary dry run. [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34286178670).
- Greptile: 5/5 on that runner head. All four review threads resolved.
Superagent, Socket, and Snyk checks green.
- After snapshot hardening, another real Claude task completed on this
Mac using the rebuilt runtime.

- Gallery follow-up: 148 focused tests passed, covering artifact
selection, shared attachment collections, deduplication, image/video
cards, standalone previews, downloads, and closing. Live browser
verification completed on the settings follow-up: artifact selection,
6-image pagination with wrapping, download action, and closing all
stayed on the same task URL. All checks passed on gallery head
`96136da58ff195bf6ca00b281eb3022ad12d7bd8`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34287987536).
Greptile returned 5/5 on that exact head with no unresolved threads.

- Final settings polish: 96 focused tests, UI typecheck/build, and token
gates passed. A real browser walkthrough verified readable permission
options, identity placement, Capabilities removal, and permission
save/reload. Original test-agent permission mode restored. All 31 checks
passed on final head `e46540d6bf32bfb0566dca16b2f4a75ba437618c`: [CI
run](https://github.com/paperclipai/paperclip/actions/runs/34292797886).
Greptile returned 5/5 with no unresolved threads.

## Risks

- Capabilities intentionally has no editable UI field after this change.
Existing values remain readable and API-compatible; removing the field
does not erase stored metadata.

- macOS launch now copies verified package files into private snapshots.
The implementation must retain isolation and clean up snapshots on exit.
- Runtime provider or model changes reset the current session.
Historical runs remain available.
- The macOS x64 SDK executable digest was verified, but a live Intel Mac
run was not available. Linux verification used container fixtures, not a
real Claude task.
- Remote environment tests report a warning when only the platform has
been checked. They do not claim package readiness from the server host.

## Model Used

OpenAI Codex, based on GPT-6. The exact served model identifier and
context-window limit are not exposed in this session. Used reasoning,
repository inspection, code execution, Rust and TypeScript tests, and
browser automation.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass (focused suites and both
timeout suites on rerun; full-run counts above)
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 19:10:09 -05:00
DottaandPaperclip 7ed122911b Add end-to-end session goals to Paperclip Runner
Add capability-aware slash-goal controls, durable provider goal state, PRP v2 negotiation, autonomous goal execution, and safe local session recovery. Integrate with current master, preserve provider session identity, and verify the browser goal/chat/replacement/clear workflow and unsupported-agent rejection.

Co-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-08 16:18:47 -05:00
DottaandPaperclip ebaeba40ee feat: simplify agent onboarding and configuration (#13011)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Operators create agents and configure their runtimes in the board
UI.
> - The old creation flow presents several choices and a large form
before an agent can start.
> - The existing onboarding controls already provide clear provider
connection steps.
> - This pull request uses those controls in a new-agent wizard and
organizes the full configuration pages.
> - Operators can connect, test, save, and assign a first task while
keeping the existing configuration tools.

## Linked Issues or Issue Description

Related: #10974. That earlier open PR also reorganizes agent
configuration. This PR follows the reviewed Storybook designs for agent
creation and the current configuration tabs.

**What existing behavior does this improve?**

Agent creation, provider connection, runtime tests, and full agent
configuration.

**Current behavior**

The creation dialog leads to a large manual configuration form. Provider
login controls differ from onboarding. Environment variables and secret
access appear in separate places.

**Proposed behavior**

Choose a name and adapter. Connect Claude or Codex through the existing
onboarding controls. Configure and test the runtime, save the agent, and
open a task dialog with that agent assigned. Use the same design on the
existing configuration tabs.

**Reason and benefit**

The first setup asks for fewer decisions. The full editor keeps
instructions, skills, runtime controls, secret access, permissions,
keys, and revisions available in clear sections.

**Breaking changes**

The board creation and configuration layouts change. The
test-environment API adds an optional, allowlisted `testCredentials`
field for one-shot probes. Database contracts stay the same. Native ACPX
tests now reject unsupported local platforms before a CLI login can mask
the runtime restriction.

## What Changed

- Added a new-agent wizard with numbered steps, adapter branding,
provider connections, editable model choices, runtime tests, and
confirmation.
- Added Codex app-server, Claude ACPX, and OpenCode runner choices.
- Stored API credentials through existing secret APIs and persisted
references in agent configuration. New setup keys are isolated from
credentials used by existing agents.
- Preserved external-agent invitations beside the wizard, including
optional messages, one-time prompts, and clipboard fallback.
- Added OpenRouter provider and secret bindings for Pi and OpenCode.
- Added adapter-specific prerequisite fields for Cursor, Gemini, Kimi,
and Hermes. Cursor Cloud keys are saved as new organization secrets.
- Fixed Cursor Cloud repository field mapping, omitted empty remote
environment values, and added useful model and repository error
messages.
- Preserved complete MCP assignments when multiple valid profiles
contain more than 250 tools in total. Generated profiles retain exact
tool selectors.
- Added service branding and deployment-aware adapter choices. Cloud
setup offers Claude, Codex, and OpenCode; local native runners require
the experimental setting.
- Made the agent list responsive at intermediate widths.
- Applied the reviewed design to the real agent configuration pages.
Kept the instruction editor, skills, and existing mutations.
- Combined secret access and environment variables under one Save and
Discard action.
- Added interactive Storybook screens for setup, configuration,
confirmation, authentication, and test results.
- Fixed Pi provider-error parsing and thinking-effort persistence.
Native ACPX validates Linux x64 on the actual local, SSH, or sandbox
target.
- Redacted the complete transient probe-credential field from HTTP error
logs, including rejected provider names.

## Verification

- Current head `df0292fe6` has a fresh Greptile 5/5 review with no
unresolved findings. All 31 executed CI checks passed, including the
aggregate verification gate and all browser E2E shards. Storybook visual
regression is skipped by its workflow; the local Storybook build passed.

- Browser tests completed real assigned tasks with direct Codex, Claude,
OpenCode, Pi, and native Codex.
- Verified external-agent invitation generation and automatic prompt
copying in the live browser.
- Pi and OpenCode used an existing OpenRouter secret. Browser checks
covered save and reload, instruction edits, skill selection,
environment-variable Save and Discard, and assigned task creation.
- Invalid Claude API credentials remained on the connection step with an
error. A live Pi/OpenRouter invalid-key probe returned a provider
failure and left the user-secret inventory unchanged (zero entries
before and after).
- Full workspace typecheck and build passed after rebasing onto current
master. After review fixes, server and UI typechecks, token gates, and
the full build passed again. Storybook built successfully.
- All 5,542 local UI tests passed. The Cursor Cloud and Pi adapter
regressions passed all 24 tests. Review regressions passed 69 server
tests and all 18 agent-list tests.
- The local full test command ran 6,971 general server tests
successfully. Editing review fixes during that long run caused nine
tests to use stale modules; fresh isolated runs passed. An unrelated
embedded-Postgres fixture hit the host shared-memory limit; its 15
affected tests passed when the fixture groups ran separately.
- Local workspace groups passed after rerunning 18 CLI tests
sequentially to avoid host database limits and parallel-load timeouts.
The local full command stopped at the general server phase, so
serialized server verification comes from the five passing CI shards.
- Browser testing at 390px confirmed that the agent action menu opens
and the page has no horizontal overflow. CI browser E2E shards passed.
- Review the `Onboarding / New agent` and `Agents / Configuration
refresh` Storybook groups. In the real app, create an agent, run its
connection test, save it, assign a task, and reload its configuration.

## Risks

- This changes the main agent setup and configuration UI. Regression
tests cover routing, persistence, secret bindings, and form actions.
- Native Claude ACPX requires Linux x64. Direct Claude works on macOS.
Remote checks execute a bounded platform probe and reject unsupported or
unverified targets.
- A native OpenCode task reached the provider context limit because of
its tool payload. Its provider connection test passed. Direct OpenCode
completed a task. This existing native execution limit is not fixed
here.
- Claude and Codex connection keys use the existing user-secret store.
Other runtime setup keys use distinct organization secrets. Existing
credentials are never rotated. Probes do not store entered keys. Failed
agent creation removes newly staged credentials.
- Cursor Cloud has not completed a live task. Its authenticated account
still needs GitHub repository access. The live run passed MCP
provisioning, remote environment validation, and explicit Auto model
selection before the repository prerequisite blocked execution.
- Generated runtime MCP profiles can exceed the public profile-edit
request limit. They still contain exact catalog selectors and preserve
permission boundaries.
- No database migration, dependency, lockfile, or workflow changes are
included.

## Model Used

OpenAI Codex, based on GPT-6, with reasoning, repository tools, shell
execution, and browser automation. The runtime did not expose the exact
model ID or context window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 14:22:32 -05:00
DottaandPaperclip be6bb768b1 fix(ui): restrict company navigation to accessible memberships (#13039)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The board selects a company before it loads that company's inbox and
tasks.
> - Instance administrators can list companies where they have no
membership.
> - The board treated that directory as a list of companies the user
could enter.
> - This pull request gives navigation a list based on the existing
company access check.
> - Users can select their companies without landing on an inbox that
rejects their access.

## Linked Issues or Issue Description

Fixes #6090. Refs #4855 for the related account-recovery case; this PR
does not grant company membership.

**What happened?**

An instance administrator can select a company where they have no
membership. Its inbox then shows “User does not have access to this
company.” Company directory visibility and access to company contents
use different rules.

**Expected behavior**

Company navigation should show only companies the current user can
enter. A stored selection for an inaccessible company should fall back
to an accessible company. A direct link to an inaccessible company
should use the existing unavailable-company page.

**Steps to reproduce**

1. Create Company A and Company B with separate owners.
2. Sign in as an instance administrator who belongs only to Company A.
3. Select Company B through a stored selection or a link with its
prefix.
4. Observe that the board accepts the company selection, but
company-scoped requests return 403.

Related: #10524 lets cloud users enter additional companies where they
hold memberships. This fix preserves that access and excludes companies
where they have no membership.

## What Changed

- Added `scope=accessible` to `GET /api/companies`, using the existing
`hasCompanyAccess` predicate.
- Changed the board navigation list to request that scope. Instance
Access uses a separate unscoped, account-keyed directory so
administrators can manage all companies. Membership edits refresh
navigation.
- Reject empty, unknown, and repeated scope values with 400. Directory
loading errors offer a retry before access controls are shown.
- Added route tests for cloud, session, board-key, local trusted,
non-member, and agent access.
- Added client and component tests for navigation/admin request
isolation, grants outside the navigation list, self-membership refresh,
directory failure recovery, and forbidden administration.
- Updated the API guide and OpenAPI document.

## Verification

- Latest commit: 36 focused UI tests passed. The broader UI shard passed
all 281 files / 2,533 tests after correcting an asynchronous test
assertion.
- Server authorization and OpenAPI regression suites: 31 tests passed.
- UI typecheck and `pnpm check:token-gates`: passed.
- `pnpm -r typecheck` and `pnpm build`: passed after review fixes.
- Full local test runner: exercised the supported shards. Several
unrelated suites hit embedded PostgreSQL startup failures or startup
timeouts under local load. The UI regression issue found in the broad
run was corrected and its full UI shard passed. These local limitations
are not reported as a green full-suite result.
- [GitHub
CI](https://github.com/paperclipai/paperclip/actions/runs/34233416473):
all checks green on `4e1698cd4` — all server and workspace test shards,
all browser end-to-end shards, typecheck/release registry, build, canary
dry run, policy, and Docker context integrity. Security checks also
passed.
- Greptile: 5/5 on the latest commit; both initial findings addressed
and all review threads resolved.

## Risks

- The UI now excludes companies visible only through instance
administrator status. Company membership continues to control access to
contents.
- Additional companies with active memberships remain available.
- The client and server changes must ship together. An older server
ignores the new query parameter and retains the previous behavior.
- No database migration or permission grant changes.

## Model Used

- OpenAI GPT-6 through Codex, with reasoning, repository inspection,
code editing, and test execution. The exact served model identifier and
context window are not exposed in this session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 11:57:23 -05:00
DottaandPaperclip b97101893f feat(projects): select multiple GitHub source repositories (#13010)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Projects give tasks a common source repository and execution
context.
> - The current project form asks for a raw URL and unrelated metadata.
> - Teams need to select several repos from GitHub connections they can
use.
> - This pull request implements the reviewed project form and
repository editor.
> - The server checks credential ownership and shared audiences before
discovery.
> - Existing workspace URLs and runtime identity rules remain
compatible.

## Linked Issues or Issue Description

**Problem or motivation**

Project creation accepts one raw repository URL. It does not help users
select repos from their usable GitHub connections or attach several
repos together.

**Proposed solution**

Add a shared GitHub repository picker to project creation and
Configuration. Support multiple selections, transactional persistence,
and the existing GitHub setup flow. Simplify the project form and
Configuration tab as reviewed.

**Alternatives considered**

Keep a raw URL field or add a separate repository table. The existing
workspace collection already supports several repositories and keeps
legacy URLs compatible.

**Roadmap alignment**

This builds on the shipped MCP Tool Gateway and Apps capability. It does
not change runtime credential delegation.

Related work: #11662 addresses the existing dialog's viewport limits.
#4552 addresses generic Git URLs; this change preserves those URLs in
existing workspaces.

## What Changed

- Add company-scoped repository discovery from usable personal and
shared GitHub grants, with provider-ID deduplication, PAT pagination,
and partial failure handling.
- Document the repository endpoints and board access requirements in
OpenAPI.
- Validate new selections and save projects with multiple repository
workspaces in one transaction. Preserve legacy URLs and existing
selections whose access was lost.
- Implement the reviewed Create project dialog, shared repository
editor, scrolling, and mobile layout.
- Move repositories above environment variables, remove Status and Goals
controls and env help paragraphs, move Created to the bottom, and
redirect Overview to Configuration.
- Reuse GitHub setup in dialogs, preserve project drafts, and verify
popup completion through the API.
- Replace the configuration story's DOM adapter with explicit production
composition. Keep the reviewed mobile and short-viewport stories.

## Verification

- Passed: `pnpm build`, `pnpm -r typecheck`, `pnpm build-storybook`, and
`pnpm check:token-gates`.
- Passed: focused repository access, database persistence,
configuration, and connection setup tests.
- Passed: `pnpm exec playwright test --config
tests/e2e/playwright.config.ts tests/e2e/project-repositories.spec.ts`.
- The browser tests use a real temporary server/database. They cover
create, forty persisted repos, mobile scrolling, save/reload, legacy URL
editing, and rejection without a partial project.
- GitHub responses and popup completion use deterministic fixtures. No
real GitHub account was authorized by the test suite.
- All CI general, serialized server, and browser test shards pass on the
final commit.
- The local full-suite run overlapped review edits and was stopped;
fresh repository, OpenAPI, UI/CLI, and connection tests pass. Unrelated
local worker, built-in-agent, and routine timing/socket failures passed
isolated reruns.
- Final commit `1b3308dca`: all CI gates pass, including build, runner
verification, typecheck, canary dry run, and security checks. Greptile
is 5/5 with no unresolved review threads.
- Storybook visual regression is opt-in and was skipped by CI; the
Storybook build passed locally.

## Risks

- Repository discovery depends on provider availability. Failed
connections are reported while successful results stay usable.
- Selections identify source workspaces; they do not grant agents new
credentials. The existing primary-workspace and responsible-user
identity rules still apply.
- No database migration is needed. Existing API status, goals, dates,
and manual workspace URLs remain supported.

## Model Used

OpenAI Codex, based on GPT-6, with repository inspection, code
execution, and browser tools. The runtime does not expose a more
specific model deployment ID or context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-08 08:21:28 -05:00
Nicky LeachandPaperclip 60469a08e0 feat(agent-login): resume an active login session and permit concurrent login terminals (#12861)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agent authentication uses server sessions, plugin workers, and
browser login panels.
> - A page reload loses an active login session, and one worker permits
only one login terminal.
> - These limits cause lost work and prevent two owners from logging in
through one worker.
> - This pull request lets the browser resume active sessions and lets
workers serve concurrent login terminals.
> - The benefit is reliable login recovery with a bounded process-wide
route limit.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

It improves agent credential login recovery and concurrent login
terminal handling.

**Subsystem affected**

Cross-cutting (multiple of the above).

**Current behavior**

A page reload loses the active login session. A shared plugin worker
rejects a second login terminal.

**Proposed behavior**

The browser reads and resumes the owner's active session. A worker
supports multiple login terminal routes under a process-wide ceiling.

**Reason and benefit**

Owners keep login progress after a reload. Two owners can log in through
one worker without removing the route limit.

**Breaking changes**

None. The change adds owner-scoped read routes and changes login
terminal concurrency.

## What Changed

- Replace the single worker login route with maps keyed by host route
and worker session identifiers.
- Add a process-wide login route ceiling and release each reserved slot
on every exit path.
- Add owner-scoped active-session reads with consistent negative
responses and private cache control.
- Keep the device-login prompt while the session has an active public
status.
- Add a durable setup-token cancel fallback for a lost in-memory
session.
- Resume active sessions when the agent configuration or onboarding
panel mounts.
- Remove routine unmount cancellation and keep explicit Cancel behavior.

## Verification

- `pnpm --filter @paperclip/server test` — server route, service, and
plugin-worker-manager suites.
- `pnpm --filter @paperclip/plugin-sdk test` — worker RPC host suite.
- `cd ui && npx vitest run
src/components/AgentConfigForm.render.test.tsx
src/components/OnboardingWizard.test.tsx`.
- `cd ui && npx tsc -b`.
- `tests/e2e/onboarding.spec.ts` — reload during login.
- CI must pass on this pull request.

## Risks

The change affects agent authentication and the sandbox-to-host
boundary. Route cleanup must release every reserved slot. Owner checks
must prevent cross-owner session access. Tests cover route cleanup,
owner scope, reload recovery, and concurrent worker routes.

## Model Used

Codex, OpenAI GPT-5, tool use and code review support. The
implementation author owns the exact model details for the code changes.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have described the issue in-PR with the relevant issue-template
fields
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-05 10:03:13 -07:00
DottaandPaperclip 0ffc091473 feat(connections): add durable GitHub identities and webhooks (#12843)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Agents need source control access for repository work
> - A shared token cannot preserve the responsible person's identity or
an agent's dedicated identity
> - GitHub App tokens also need durable refresh, repository access
checks, and webhook delivery
> - Paperclip already has managed connections, encrypted grants, run
secret leases, and merge-confirmation behavior
> - This pull request extends those systems with GitHub identities
instead of adding a parallel credential system
> - The benefit is durable GitHub access with explicit identity,
repository, runtime, and webhook boundaries

## Linked Issues or Issue Description

No public GitHub issue describes this connection change. This
description follows the feature request template.

**Subsystem affected**

Connected Apps, connection grants, secret resolution, native Git runtime
setup, webhook processing, and the Apps UI.

**Problem or motivation**

Users need to connect GitHub once and let agents use the correct GitHub
identity. A run should use a dedicated agent account when one exists.
Otherwise, it should use the responsible person's account. The
connection must survive token expiry, repository access changes, and
temporary instance downtime.

**Proposed solution**

Add user-owned and agent-owned GitHub grants to the existing connection
model. Resolve one identity for MCP, Git, `gh`, health checks, and
webhook bindings. Store provider tokens in the existing encrypted secret
system. Refresh expiring token pairs under the existing lease and
compare-and-swap path. Register signed Cloud webhook bindings and
process normalized pull request and installation events through a
durable local inbox.

**Alternatives considered**

An organization-wide GitHub token would lose person and agent
attribution. Environment variables alone would bypass the managed
connection and grant model. A new GitHub-only credential store would
duplicate the existing secret and access systems. GitHub App
installation tokens and private-key custody remain outside this first
version.

**Roadmap alignment**

This change implements the Connected Apps direction. It also extends the
shipped MCP Tool Gateway, per-agent secret access, and
action-attribution systems. It does not add a repository catalog. The
open repository catalog work in
[#11234](https://github.com/paperclipai/paperclip/pull/11234) is related
and complementary.

## What Changed

- Added agent-owned connection grants and a per-agent credential policy
with company and subject constraints.
- Added a managed GitHub App method while keeping the personal access
token method as an advanced fallback.
- Added durable access-token and refresh-token handling with proactive
rotation and one automatic recovery after a provider `401`.
- Added GitHub identity and installation summaries without storing
repository-name lists.
- Added signed Cloud webhook binding, event lease, acknowledgement,
local idempotency, pull request merge processing, and installation
access handling.
- Added one identity resolver for MCP, native Git, `gh`, checkout,
health checks, and webhook bindings.
- Added a class-3 run projection for `GH_TOKEN`, `GITHUB_TOKEN`, a
`github.com`-only credential helper, SSH-to-HTTPS rewrite, and GitHub
noreply commit attribution.
- Added personal and dedicated-agent setup choices plus identity,
repository, continuity, and webhook status in the Apps UI.
- Added schema migrations, tests, and connection documentation.

## Verification

- The current head is fully green in GitHub CI, including build,
typecheck, all serialized/general server shards, all browser shards,
policy, canary dry run, review, and security checks.
- Live staging proof completed with a non-expiring GitHub App user
token, selected-repository installation, repository add/remove refresh,
managed MCP, native `gh`, HTTPS clone/push/delete, GitHub noreply commit
attribution, signed merged-PR webhook acceptance, durable
Cloud-to-instance delivery, and installation-access event processing.
Temporary branches and temporary repository access were removed
afterward.
- `pnpm check:token-gates` passed.
- `pnpm -r typecheck` passed before and after the rebase onto
`origin/master`.
- `pnpm build` passed.
- The focused connector suite passed 285 tests after the rebase.
- The full stable suite passed 5,790 tests and failed 22 tests across 8
general server files. The failures reproduced as shared-runner
environment issues. They included `/tmp` versus `/private/tmp`, closed
database connections, and invalid high ephemeral ports. The focused
connection tests pass in isolation.

## Risks

- Migrations add agent grant subjects and a durable connection-event
inbox. Migration numbering and safety checks pass.
- A raw GitHub user token enters the agent process for Git and `gh`.
Per-tool Ask-first controls cannot limit those shell operations. The UI
warns users about this boundary.
- GitHub App user tokens can be non-expiring. Paperclip performs a
continuity check every 30 days, but provider revocation still requires a
reconnect.
- The webhook path accepts only signed and bounded payloads. It stores a
minimal normalized record and no raw provider payload.
- GitHub repository permissions remain authoritative. Removed access can
make a cached repository count temporarily stale, but runtime access
fails immediately.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex, `gpt-5.6-sol`, extended reasoning, tool use, code
execution, browser control, and multi-file repository editing. The
context window size was not provided.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 18:02:52 -05:00
DottaandPaperclip bf95a7eae2 fix(ui): stabilize active-run steering queue (#12834)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The issue detail page shows a live agent run and accepts follow-up
instructions.
> - A follow-up must stay in a stable queue until the user sends,
reorders, or removes it.
> - Native runners can receive a steering event in the active run.
> - Legacy runners must interrupt the active run and start a follow-up
run.
> - The current UI moved comments between the queue and the transcript
and could show duplicate text or ambiguous chronology.
> - This pull request makes the queue projection durable, keeps each
message in one clear place, and labels when queued input was actually
steered or delivered.
> - The benefit is predictable steering with stable ordering, no
duplicate messages, and visible causal timing.

## Linked Issues or Issue Description

Refs #11374.
Refs #12591.

**What happened?**

During an active run, a new follow-up could first appear as a transcript
bubble and then move into the steering queue. After a steer or remove
action, it could appear again. Progress text could also repeat the final
response text. Once consumed, a queued bubble displayed only its
original submission time even though it moved to its later causal slot,
and a native run split by steering looked like two unrelated runs.

**Expected behavior**

An active-run follow-up must appear in the queue immediately. A native
steer must move it once into the active run. A legacy interrupt must
move it once into the follow-up run. A removed item must stay removed.
Progress text that is identical to the final response must appear once.
Consumed follow-ups must show both queue and steer/delivery times, and
post-steer native segments must identify themselves as continuations of
the same run.

**Steps to reproduce**

1. Start a long-running task.
2. Send two or more follow-up messages while the agent is active.
3. Reorder the messages and remove one message.
4. Send the first queued message as steering.
5. Observe the queue and transcript during and after both runs.

**Paperclip version or commit**

The problem reproduced on commit `da1e40302`.

**Deployment mode**

Local development with the embedded database.

## What Changed

- Project queued comments into the steering well for native and legacy
live runners.
- Send native steering to the active run and use interrupt-and-follow-up
for legacy runners.
- Keep optimistic queue order stable across refreshes and roll back
failed actions.
- Remove discarded comments from the transcript cache and keep them
removed when the queue becomes empty.
- Collapse only the final progress occurrence matching the durable
response, including across steered transcript segments.
- Show `Queued … · Steered …` for same-run input and `Queued … ·
Delivered …` for successor-run input at their causal positions.
- Label settled and live post-steer segments `Continued after steering`
and time them from the steer boundary.
- Add regression tests for queue display, steering, fallback interrupt,
reorder, remove, rollback, duplicate text, causal timestamps, and
live/settled continuation headers.

## Verification

- Ran the final focused steering/chronology UI suite with 233 passing
tests.
- Ran the activity-service regression suite with 5 passing tests.
- Ran the broader queue-focused UI suite with 298 passing tests before
the final chronology refinement.
- Ran `pnpm -r typecheck` successfully.
- Ran `pnpm build` successfully.
- Ran `pnpm check:token-gates` successfully.
- Tested native steering in a real browser with a 90-second baseline
wait and a three-second steering correction.
- Confirmed that the old final response did not appear before the
steered response.
- Tested three queued messages in a real browser.
- Confirmed that reorder changed delivery order and that the removed
message was never sent or shown again.
- Tested a legacy runner in a real browser.
- Confirmed that it used the interrupt fallback and showed the follow-up
once.
- Reloaded a saved mixed-steer/successor-run thread and confirmed the
causal timestamps and continuation header render in the correct
positions.
- The complete macOS suite reaches five unrelated platform assertions in
workspace-runtime tests. Two compare `/var` with `/private/var`. Three
require Linux `/proc` listener data. GitHub Actions provides the
authoritative Linux run.

## Risks

- Low risk. The change is limited to issue-chat queue projection and
transcript presentation.
- The server run-history API adds only a read-only `contextIssueId`
projection; the database schema does not change.
- Optimistic actions restore the prior UI state when a request fails.

## Model Used

- OpenAI Codex with GPT-5, extended reasoning, browser automation, shell
tools, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 12:54:00 -05:00
DottaandPaperclip 27622c156a fix(ui): recover expired Cloud tenant sessions (#12826)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Paperclip Cloud serves each tenant through a browser session and an
HttpOnly cookie.
> - A parked tenant tab can outlive that tenant session.
> - The active SPA then receives a tenant-session 401 from its API calls
and shows the internal error code.
> - A page reload already enters the secure Cloud document and OIDC
handoff and keeps the requested tenant route.
> - This pull request detects only the two Cloud tenant-session 401
codes and starts that existing handoff once.
> - The benefit is that an expired tenant session recovers without
exposing tokens or showing temporary API errors.

## Linked Issues or Issue Description

**What happened?**

A Paperclip Cloud tenant tab can stay open after its HttpOnly tenant
session expires. The next API request returns `401
tenant_session_required` or `401 tenant_session_invalid`. The SPA shows
the internal error code in the full page or in sidebar data consumers. A
manual page refresh clears the error.

**Expected behavior**

The tenant tab must enter the existing Cloud session handoff when an API
request reports an expired tenant session. The handoff must keep the
current route and query. The UI must not show the internal
tenant-session error code.

**Steps to reproduce**

1. Open a Paperclip Cloud tenant route.
2. Keep the SPA open until the tenant session expires.
3. Let the page make an API request.
4. Observe the tenant-session 401 in the page or sidebar.
5. Refresh the page and observe that the existing Cloud handoff restores
the session.

**Paperclip version or commit**

The problem reproduces on `master` at commit `b5f862376`.

**Deployment mode**

Paperclip Cloud tenant deployment.

## What Changed

- Added one tenant-session recovery coordinator for exact top-level
Cloud error codes.
- Reloaded the top-level document once and shared one pending promise
across concurrent failures.
- Applied recovery before normal error handling in the shared API
client, auth API, and health API.
- Applied the same recovery to direct audit CSV exports and provider
trace downloads.
- Preserved ordinary self-hosted 401 behavior and avoided automatic
mutation replay.
- Added tests for exact detection, concurrent failures, auth-session
behavior, health bootstrap, and direct-fetch behavior.

## Verification

- `pnpm exec vitest run --config vitest.config.ts
src/lib/tenant-session-recovery.test.ts src/api/client.test.ts
src/api/auth.test.ts src/api/health.test.ts src/api/heartbeats.test.ts
src/api/audit.test.ts` from `ui/` — 30 tests passed.
- `pnpm --filter @paperclipai/ui typecheck` — passed.
- `pnpm check:token-gates` — passed.
- `pnpm -r typecheck` — passed.
- `pnpm build` — passed.
- `pnpm test:run` — the changed UI tests passed, but the full local
macOS run also hit existing failures in untouched server worktree and
temporary-path tests.
- GitHub verification — 30 checks passed, no checks failed, and the
Storybook job was intentionally skipped because this PR has no visual
changes.
- Greptile — 5/5 on `fbba29a2f`, with no open findings.

## Risks

- Low risk. Detection requires HTTP 401 and one exact top-level Cloud
error code.
- The recovery promise intentionally stays pending because document
navigation replaces the active SPA.
- If the Paperclip ID session has also expired, the existing Cloud
sign-in flow remains authoritative.
- This change does not modify APIs, cookies, token lifetimes, database
state, or Cloud server code.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI GPT-5 Codex. The agent runtime identifies the model as GPT-5.
The context-window size is not exposed. Reasoning, repository editing,
shell execution, test execution, and GitHub CLI tool use were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-04 07:29:14 -05:00
DottaandPaperclip 5f87090894 Make managed Cloud OAuth handoffs invisible (#12790)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work
> - Apps let people give agents governed access to external providers
> - Paperclip Cloud brokers shared provider authorization for managed
stacks
> - The managed flow sent the browser through a confirmation page after
the tenant had already prepared sign-in
> - A lost confirmation response could also show an expired-session
error before the provider page opened
> - This pull request adds an opaque handoff contract and one shared
tenant coordinator
> - The benefit is a direct and recoverable transition from Paperclip to
every Cloud-brokered provider

## Linked Issues or Issue Description

**What happened?**

A managed Paperclip Cloud connection opened the Cloud confirmation
route. A response-loss race could show an expired-session error while
the authorization still continued.

**Expected behavior**

The current Paperclip loading state must stay visible while the tenant
exchanges an opaque session. The browser must then open the provider
directly. Self-hosted and direct OAuth must keep their existing
behavior.

**Steps to reproduce**

1. Open Apps on a Paperclip Cloud stack.
2. Start a managed provider connection.
3. Select Continue to sign in.
4. Observe that the browser visits the Cloud confirmation route before
it reaches the provider.

**Paperclip version or commit**

`b872cd3d1b404bdaff70af493a2973ceb7e5d6ec`

**Deployment mode**

Paperclip Cloud hosted stack.

No related open issue or pull request was found in the repository
search.

## What Changed

- Add a backward-compatible opaque Cloud handoff to the shared OAuth
start contract.
- Validate the Cloud descriptor on the server and expose no
browser-selected endpoint.
- Exchange managed handoffs through one fixed same-origin route in every
Apps OAuth launcher.
- Keep dialog popups reserved before asynchronous work and retain the
tenant loading state.
- Add recent-login resume storage, bounded retry behavior, terminal
tenant errors, tests, and Storybook states.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- Focused connector and UI suites: 184 passed and 202 skipped.
- `pnpm build`
- `pnpm build-storybook`
- The full local suite reached one unrelated macOS path-alias failure.
The untouched test expected `/var/...` and received the equivalent
`/private/var/...`. The same test reproduces in isolation.

## Risks

- A malformed managed descriptor now fails closed in Paperclip instead
of opening a URL.
- A legacy Cloud deployment can omit the descriptor. Paperclip then uses
the existing validated confirmation URL.
- Direct provider OAuth and self-hosted flows do not receive a handoff
and remain unchanged.
- Rollback is a normal revert of this commit because the contract is
optional and backward compatible.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex with GPT-5.6, reasoning mode, tool use, code execution,
and browser verification.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-03 16:33:13 -05:00
DottaandPaperclip 87d05e194b feat(work-products): add rich cards and run artifact inventory (#12717)
## Thinking Path

> - Paperclip is the control plane for AI-agent companies.
> - Agent outputs must remain visible after a run and easy to inspect
from a task.
> - The thread and artifact inventory need one consistent rich-card
vocabulary.
> - Run uploads also need durable artifact registration and
producing-run context.
> - Reviewers need deterministic examples for each rich-card kind and
state.
> - This pull request adds the shared presentation, registration,
inventory, and Storybook review coverage.
> - The benefit is a complete output path that reviewers can inspect
without seeded data.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change improves work-product presentation in task threads and the
task Artifacts tab.

**Subsystem affected**

The change affects shared work-product contracts, the runner diff path,
server attachment and work-product services, GitHub metadata refresh,
the React board UI, and Storybook.

**Current behavior**

The thread used generic cards. Some files uploaded by a run existed only
as message attachments. The Artifacts tab showed a flat list without run
context or filters. Storybook showed only one resting card per kind.

**Proposed behavior**

The thread uses rich cards for supported work-product types. Each
run-produced file registers one attachment-backed artifact work product.
The Artifacts tab groups outputs by run and supports filters. Storybook
shows every kind and requested state, PR lifecycle states, stats
variants, truncation, mobile layout, and message-tail media.

**Reason and benefit**

Users can identify outputs quickly. Reviewers can inspect all card
permutations without creating task data.

**Breaking changes**

None. The metadata fields and automatic artifact registration are
additive. Existing attachments and work products keep their current
behavior.

## What Changed

- Added a shared rich work-product card with kind-specific content and a
compact inventory variant.
- Added pull-request and commit diff metadata plus bounded GitHub state
refresh.
- Added media strips and typed file chips to message-tail attachments.
- Registered each run-produced attachment as an artifact work product in
the same server transaction.
- Grouped task artifacts by run with agent and timestamp headings.
- Added type and run filters, image thumbnails, compact cards, and a
company Artifacts link.
- Added a Storybook kind-by-state matrix with stats variants for all
eight visual kinds.
- Added PR open, draft, merged, and closed examples, long-title
truncation, an exact 375-pixel viewport, and message-tail overflow
coverage.
- Closed reconciled runtime work products when the linked runtime stops
or disappears, so the card shows `Stopped` instead of `Unhealthy`.

### Screenshots

Before: one resting card per kind.

![Previous rich-card
inventory](https://pages.paperclip.ing/rich-work-product-storybook-20260902/before-inventory.png)

After: the kind and state matrix.

![Rich-card kind and state
matrix](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-kind-state-matrix.png)

After: message-tail media at 375 pixels.

![Message-tail thumbnails and typed
chips](https://pages.paperclip.ing/rich-work-product-storybook-20260902/after-message-tail.png)

[Open the Storybook evidence
viewer](https://pages.paperclip.ing/rich-work-product-storybook-20260902/).

The earlier artifact inventory comparison remains available in the
[artifact inventory
viewer](https://pages.paperclip.ing/rich-artifacts-inventory-proof-20260902/).

## Verification

- `pnpm --filter @paperclipai/ui typecheck` passed.
- `pnpm check:token-gates` passed.
- `pnpm build-storybook` passed.
- `pnpm exec vitest run
server/src/__tests__/work-product-runtime-reconciliation.test.ts` passed
with 5 tests.
- Chromium visual checks passed at desktop and 375-pixel widths.
- All 30 latest-head GitHub checks passed. One unrelated annotation test
was flaky and passed on its single retry.
- Greptile passed at 5/5 with zero unresolved threads.

## Risks

- Low risk. The Storybook change adds review fixtures only. The runtime
fix changes read-time reconciliation without database writes.
- The matrix is intentionally large so every permutation stays visible
in one review surface.

> I checked `ROADMAP.md`. This work does not duplicate planned core
work.

## Model Used

- OpenAI Codex with GPT-5 and GPT-5.6-sol across this pull request.
Reasoning, tool use, and code execution were enabled. The context-window
size is not exposed.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My public branch name describes the change and contains no
internal task id
- [x] I have run tests locally and the changed-path tests pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 15:27:54 -05:00
DottaandPaperclip 8c3b8c432a Simplify app connections and enable managed Google access (#12728)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The Apps subsystem gives humans and agents governed access to
external tools.
> - The current connection flow hides Apps behind an experimental gate
and repeats setup text.
> - Google sharing choices and generic MCP permissions do not use one
consistent opening model.
> - Self-hosted installs also need a safe default origin for managed
OAuth without a manual config file.
> - This pull request makes Apps available, simplifies connection setup,
and applies one governed permissions model.
> - The benefit is a shorter connection flow that works on a clean
self-hosted install.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the Apps connection setup flow, managed Google connection
flow, generic MCP connection flow, navigation, and runtime origin
discovery.

**Subsystem affected**

Cross-cutting. This changes `ui/`, `server/`, `packages/shared/`,
connector documentation, and browser tests.

**Current behavior**

Apps require an experimental switch. Setup pages repeat titles and
explanatory copy. Connection names require manual input. Google
credential sharing does not always offer both personal and organization
access. Generic MCP providers do not start with the same permission
choices. Managed OAuth needs a public URL setting even when the request
already has a safe HTTPS origin.

**Proposed behavior**

Apps are available by default. Setup asks only for required permissions
and sharing choices. Paperclip creates conflict-free connection names.
Google apps and generic MCP providers use the same human and agent
access model. Managed OAuth derives a validated same-origin HTTPS URL
when no explicit public URL is set.

**Reason and benefit**

A clean self-hosted install can connect a managed Google app without
hidden setup. Humans can share a service account with their
organization. The shorter flow reduces duplicated choices and setup
errors.

**Breaking changes**

The Apps experimental switch is removed. Existing connection APIs remain
compatible. New connections can receive a numeric suffix when a name
already exists.

No duplicate or related public issue was found.

## What Changed

- Removed the Apps experimental gate and the breadcrumb that leaves the
Apps section.
- Simplified all connection setup pages and moved optional provider
requirements into one small link.
- Added consistent human and agent access choices for Google apps,
Zapier, and generic MCP connections.
- Added organization sharing to Google Workspace credentials while
keeping personal access available.
- Generated connection names automatically and resolved name conflicts
with numeric suffixes.
- Derived a validated public HTTPS origin from the request for
config-free managed OAuth.
- Updated connector contracts, tests, browser coverage, and authoring
documentation.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm exec vitest run server/src/__tests__/tool-access-service.test.ts
server/src/__tests__/generic-mcp-connection.test.ts` (273 passed)
- Targeted UI/service regression suite (308 passed)
- Six targeted Playwright connection journeys on a fresh onboarding
instance (6 passed)
- Fresh-install browser proof through Tailscale HTTPS: enrolled with
Paperclip Cloud, connected managed Google Drive, and completed a real
read operation.
- [Exact-head CI
run](https://github.com/paperclipai/paperclip/actions/runs/33669760711):
all 23 matrix jobs passed, including build, typecheck, server,
serialized, canary, and all browser shards.
- Greptile 5/5 on `0ae2a859f269984ee950d0af231a5b09a06f3dfd`, with no
unresolved review threads.

## Risks

Apps are now visible to all operators. The removed experimental flag no
longer hides unfinished app definitions. Managed Google availability
still depends on the Cloud profile rollout and active instance
enrollment. Automatic conflict handling changes only the display name of
a newly conflicting connection.

> I checked [`ROADMAP.md`](ROADMAP.md). MCP Tool Gateway and Apps are
shipped. Connected Apps is planned, and this change improves the
existing shipped connection flow.

## Model Used

OpenAI Codex, GPT-5, with reasoning, browser control, tool use, and code
execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-02 14:05:53 -05:00
DottaandPaperclip 4b6de5327e Remove cheap model profiles (#12683)
## Thinking Path

> - Paperclip manages agents that use different model providers and
adapters.
> - Paperclip must keep agent execution rules clear and predictable.
> - The cheap-model profile added a second execution mode across
adapters, task recovery, APIs, and the UI.
> - That mode increased configuration and recovery complexity.
> - This pull request removes the cheap-model profile as a product
feature.
> - The benefit is one model-selection path for normal work and recovery
work.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This change simplifies model selection across agent configuration, task
execution, recovery, and adapter capabilities.

**Current behavior**

Paperclip exposes cheap-model profiles in adapter metadata, agent
runtime configuration, task overrides, recovery rules, APIs, and the
board UI. Recovery work can select a different model profile from the
agent's configured model.

**Proposed behavior**

Paperclip uses the agent's configured model for normal work and recovery
work. Status-only recovery stays limited to coordination work. The API
rejects legacy model-profile configuration. A migration removes stored
model-profile values from existing agent, issue, and historical revision
records.

**Reason and benefit**

One model path reduces configuration, API, UI, and recovery complexity.
It also prevents status recovery from becoming a separate product-level
model-routing feature.

**Breaking changes**

This change removes model-profile fields and adapter capability
metadata. Existing stored model-profile values are removed by an
idempotent migration. The validators reject new legacy profile values
with clear errors.

## What Changed

- Removed model-profile types, adapter capabilities, API fields, and
model selection logic.
- Removed cheap-model controls from agent and task UI surfaces.
- Kept status-only recovery limited to coordination context while normal
continuations use the configured agent model.
- Added an idempotent migration that removes stored model-profile values
from agents, issues, and configuration revisions without changing issue
update timestamps.
- Updated tests and product documentation for the single-model behavior.

## Verification

- `pnpm check:token-gates` passes.
- `pnpm -r typecheck` passes.
- `pnpm build` passes.
- `pnpm test:run` completed with 5,607 passing tests and 8
environment-sensitive failures in unrelated fixed-port and
database-deadlock suites. The same failures repeated in an isolated
rerun. CI is the final clean-room result.

## Risks

- This is an intentional breaking change for clients that send
model-profile fields.
- The migration changes legacy agent, issue, and configuration-revision
JSON. It is idempotent and preserves unrelated fields and issue update
timestamps.
- The change is cross-cutting because the removed feature existed in
adapters, shared contracts, the server, plugins, and the UI.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

- OpenAI Codex with `gpt-5`. Reasoning and tool use were enabled. The
runtime did not expose the context-window size.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [ ] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:57:38 -05:00
Dotta 1ab159d3a7 feat(apps): consolidate connector management (#12684)
Completes the post-managed-OAuth connector lifecycle, Paperclip Cloud provisioning defaults, governed test flows, and consolidated Apps UI.\n\nCo-Authored-By: Paperclip <noreply@paperclip.ing>
2026-09-01 14:55:35 -05:00
DottaandPaperclip 141f202e40 Clean up experimental settings features (#12681)
## Thinking Path

> - Paperclip is the open source app that people use to manage AI agents
for work.
> - Instance settings control optional product features and developer
tools.
> - The experimental settings page mixed active experiments, internal
tools, and old recovery controls.
> - Some workspace links also used the selected company instead of the
workspace owner.
> - These problems made settings hard to scan and could send users to
the wrong company route.
> - This pull request removes old controls, groups developer settings,
and resolves workspace links from workspace data.
> - The benefit is a smaller settings surface and correct workspace
navigation.

## Linked Issues or Issue Description

**What existing behavior does this improve?**

This improves the instance experimental settings page, task watchdog
controls, dependency wake recovery, and execution workspace routes.

**Current behavior**

The settings page shows old recovery controls and mixes product
experiments with internal developer settings. Task watchdogs require an
extra feature flag. Some direct workspace links use the current company
prefix instead of the company that owns the workspace.

**Proposed behavior**

Remove the old task recovery experiment and its unused API surface. Make
task watchdog controls available without the removed flag. Put worktree
execution and managed environment controls in the developer section.
Resolve direct workspace links from the workspace owner and reject a
company prefix that does not own the workspace.

**Reason and benefit**

The smaller settings page is easier to understand. The server keeps only
the dependency wake backstop that it still uses. Workspace links open
under the correct company route.

**Breaking changes**

This removes the experimental issue graph recovery preview and run
endpoints. It also removes the task watchdog feature flag. Task watchdog
data and dependency wake behavior remain available.

## What Changed

- Removed the old task watchdog and issue graph recovery feature flags.
- Removed the old issue graph recovery preview, run controls, API
contracts, and unused recovery implementation.
- Kept resolved dependency wakes as the scheduler backstop.
- Grouped product experiments and Paperclip developer settings on the
instance settings page.
- Made task watchdog controls available without an extra experimental
flag.
- Added owner-aware redirects and company checks for execution workspace
routes.
- Hid the false stopped-state badge while a workspace has no active
runtime state.
- Updated focused server and UI tests for the new behavior.

## Verification

- `pnpm check:token-gates`
- `pnpm -r typecheck`
- `pnpm build`
- `pnpm test:run` completed with 5,620 passing tests and four failures
in unchanged workspace runtime port tests. The same four failures repeat
when the two files run alone.
- The complete GitHub CI matrix passed, including all server, serialized
server, build, canary, and end-to-end jobs.

## Risks

- Clients that call the removed experimental recovery endpoints must
stop calling them.
- The route checks depend on workspace detail access. An unknown or
cross-company workspace returns the global not-found page.
- There are no database migrations, lockfile changes, workflow changes,
or design image changes.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex with GPT-5. The exact deployment ID and context window are
not exposed. Reasoning, tool use, and code execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-09-01 14:23:05 -05:00
Dotta 131f5c4065 feat(runner): add administration and observability (#12641)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Administrators need bounded controls for experimental native
execution.
> - The lower stack adds remote Codex execution and the task workspace.
> - Operators need to configure Codex safely and inspect provider
traces.
> - Unsupported providers must not appear as runnable choices.
> - This pull request adds Codex-only administration and observability.
> - The benefit is a default-off operational surface for production
diagnosis.

## Linked Issues or Issue Description

Refs #12640.
Refs #12616.
Refs #12352.

**Subsystem affected**

Agent configuration, instance experimental settings, run ledger,
provider trace inspector, and administrator actions.

**Problem or motivation**

The native runner lacks one safe operator surface for Codex permissions,
lifecycle, raw trace capture, and run inspection. The integration branch
also contains provider choices that the production backend cannot
execute yet.

**Proposed solution**

Expose only the qualified Codex controls. Keep Paperclip Developer Mode
and runner preview ingress off by default. Gate raw trace actions by
administrator access and existing trace authorization.

**Alternatives considered**

Exposing unfinished providers would create configurations that fail at
runtime. Always-on tracing would increase sensitive data and storage
risk.

**Roadmap alignment**

This work supports governed Cloud and Sandbox agents and production
diagnostics.

## Stack

- Base PR: #12640.
- Lower PRs: #12639 and #12638.
- This PR contains only its 54-file administration and observability
delta.
- This is the final feature PR in the Codex production stack.

## What Changed

- Added Codex-only Paperclip Runner permission and lifecycle controls.
- Added bounded warm idle configuration.
- Kept the provider field fixed to Codex.
- Added administrator-only one-run raw trace requests.
- Added a persistent future-run raw trace toggle.
- Added trace status, metadata, ledger, and canonical runner inspection.
- Added JSON-RPC request-origin grouping and finalization lineage.
- Restored the stateful PRP transcript parser and focused projection
tests required by trace inspection.
- Added default-off Paperclip Developer Mode.
- Added Honeycomb run links for authorized developer mode.
- Disabled the legacy operational skill for `paperclip_runner`.
- Did not expose OpenCode, ACPX, Pi, Claude Managed, or AWS runner
choices.
- Did not change migrations, workflows, dependencies, or
`pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, server tests, repository typecheck,
build, browser tests, security, and policy gates.
- Tests cover Codex configuration defaults and bounds, administrator
trace actions, persistent settings, ledger inspection, trace lineage,
and Honeycomb links.
- Existing server trace authorization and retention tests remain the
backend authority.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/task-workspace-experience...HEAD` passes.
- The delta contains 54 files.

## Risks

- Raw provider traces can contain sensitive provider data.
- Existing server authorization controls access, reveal, download,
retention, and deletion.
- The UI gates trace actions by administrator access and developer mode.
- All new instance settings remain off by default.
- Fresh Paperclip Runner configuration remains Codex-only.
- Direct adapters and legacy task behavior do not change in this PR.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes: / Closes /
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 03:41:23 -05:00
Dotta 39206c0096 feat(ui): complete the task workspace (#12640)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The task page is the main place where people guide and review agent
work.
> - Native runner events already project into the existing task chat on
the lower stack.
> - The larger task workspace must support those events without breaking
direct adapters.
> - Legacy questions, final replies, empty transcripts, and classic
controls must keep their behavior.
> - This pull request completes the provider-neutral task workspace
experience.
> - The benefit is one coherent task surface for native and direct
execution paths.

## Linked Issues or Issue Description

Refs #12639.
Refs #12617.
Refs #12352.

**Subsystem affected**

Task chat, task detail, side panels, interaction forms, and transcript
presentation.

**Problem or motivation**

The task page does not provide one complete workspace for live activity,
plans, questions, queued guidance, files, and documents. Earlier native
UI work also exposed compatibility risks in legacy question and reply
paths.

**Proposed solution**

Add the task workspace components and provider-neutral protocol
presentation. Keep runner-only controls behind runtime facts. Preserve
all direct-adapter composer, transcript, interaction, and finalization
behavior.

**Alternatives considered**

A separate runner page would duplicate task behavior. Replacing legacy
transcript logic would create unnecessary adapter regressions.

**Roadmap alignment**

This work supports the unified task experience and the Cloud and Sandbox
agents milestone.

## Stack

- Base PR: #12639.
- Lower PR: #12638.
- This PR contains only its 119-file UI delta against
`runner/remote-wss-transport`.
- The next stack PR adds administrator and observability controls.

## What Changed

- Added a reusable task workspace side panel for files and documents.
- Added provider-neutral cards for tools, plans, questions, protocol
activity, and progress.
- Added queued guidance and richer composer state.
- Added compact and expanded interaction presentation.
- Added live activity, thinking, usage, recovery, and final reply
presentation.
- Added document annotations and task deep links.
- Added bounded question validation and response handling.
- Preserved native runner event projection from master.
- Preserved legacy channel-less replies and explicit final reply
precedence.
- Preserved direct-adapter and classic-interface controls.
- Did not change server execution selection, Rust code, migrations,
workflows, or `pnpm-lock.yaml`.

## Verification

- GitHub Actions will run UI tests, repository tests, typecheck, build,
browser tests, security, and policy gates.
- Tests cover active, settled, empty-transcript, interaction,
queued-message, plan, question, file, document, and classic-interface
states.
- Compatibility tests cover direct adapters and native runner projection
together.
- Local tests were not run. The requested verification policy uses
GitHub Actions for this series.
- `git diff --check runner/remote-wss-transport...HEAD` passes.
- The delta contains 119 UI-only files.

## Risks

- This is a large task-page change.
- Most files are new focused components and tests.
- Shared transcript code keeps the lower native projection and legacy
direct-adapter fallbacks.
- Runner-only controls use adapter and runtime facts.
- No execution path or rollout flag changes in this PR.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI Codex with GPT-5.6. The work used high-reasoning agent mode,
repository tools, GitHub tools, and parallel code-audit agents.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with Fixes: / Closes /
Refs OR (b) described the issue in-PR following the relevant issue
template
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id
- [ ] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented risks above
- [ ] All Paperclip CI gates are green
- [ ] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge
2026-09-01 02:44:19 -05:00
DottaandPaperclip a7e6b818e9 feat(apps): add Paperclip Cloud managed OAuth connector (#12600)
## Thinking Path

> - Paperclip lets operators give governed tools to AI agents.
> - Connected Apps already support provider OAuth and personal
connection grants.
> - Some providers require one stable callback and do not support
dynamic client registration.
> - Self-hosted Paperclip instances can run at private or changeable
origins.
> - Paperclip Cloud can provide the stable callback while each instance
keeps its durable provider credentials.
> - This pull request adds the instance side of that managed OAuth
protocol and keeps customer-created clients available.
> - The benefit is a safe path to one-click Workspace connections for
hosted and enrolled self-hosted instances.

## Linked Issues or Issue Description

**Subsystem affected**

Cross-cutting. This change updates the server, Apps UI, shared app
definitions, and connection documentation.

**Problem or motivation**

Some OAuth providers require a pre-registered callback and
provider-owned client. An arbitrary self-hosted Paperclip origin cannot
use that client callback directly. Paperclip ID must also stay limited
to product identity instead of resource authorization.

**Proposed solution**

Use the existing Paperclip Cloud application as the fixed callback
broker. Enroll each instance to an exact origin and separate Ed25519 and
X25519 keys. Bind every request and sealed envelope to the instance,
environment, user, company, provider, profile, and exact scope set.
Store durable provider credentials only in the originating instance
vault.

**Alternatives considered**

Customer-created OAuth clients remain available as the independent
fallback. A generic redirect relay was rejected because it would allow
caller-selected destinations and scopes. Paperclip ID was rejected as
the broker because it is the identity boundary. A new service was
rejected because the existing Cloud application already owns customer
login and the public callback origin.

**Roadmap alignment**

This work extends the shipped MCP Tool Gateway and Apps milestone. It
also supports the Connected Apps and Cloud deployments roadmap items.

Companion Cloud implementation:
https://github.com/paperclipai/paperclip-cloud/pull/312

The duplicate search found no related open Paperclip PR or issue.

## What Changed

- Add a `paperclip_cloud_connector` client with signed requests, exact
profile and scope bindings, and X25519-sealed credential handling.
- Add explicit self-hosted enrollment with owner-only instance key
storage and exact HTTPS origins.
- Route managed Google Workspace setup through Paperclip Cloud and
preserve customer-created OAuth clients.
- Keep broker claims retryable until the local vault transaction
commits.
- Keep managed Google per-profile removal local-only to avoid
client-wide provider revocation.
- Add setup status to the Connections page and retain the Paperclip ID
names as compatibility aliases.
- Document the trust boundaries, enrollment, callback, refresh, removal,
and rollout flows.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/shared exec vitest run
src/app-definitions.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/services/paperclip-cloud-connector.test.ts
src/services/paperclip-cloud-connector-enrollment.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts -t 'brokered Gmail
OAuth|brokered OAuth state'`
- `pnpm --filter @paperclipai/ui exec vitest run
src/pages/apps/Connections.test.tsx`
- `pnpm check:token-gates`
- `pnpm build`
- The full stable test runner also reproduced existing macOS workspace,
skill-discovery, and listener fixture failures outside the changed
paths. GitHub Linux CI is the authoritative full-suite result.

## Risks

- The managed flow depends on
https://github.com/paperclipai/paperclip-cloud/pull/312. Real provider
profiles stay disabled until Cloud deploys that protocol and the
provider approves the managed client.
- A Cloud outage blocks new authorization and refresh. Existing access
tokens continue to work until expiry.
- Managed Google profile removal only deletes the local grant. This
avoids invalidating the user's other profiles that share the managed
Google client.
- Legacy `paperclip_id_connector` records require a reconnect after
their current access tokens expire. Old Paperclip ID keys and refresh
tokens are not sent to Paperclip Cloud.

> For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and
discuss it in `#dev` before opening the PR. Feature PRs that overlap
with planned core work may need to be redirected — check the roadmap
first. See `CONTRIBUTING.md`.

## Model Used

OpenAI GPT-5.6 (Codex). Agentic coding, tool use, code execution, and
subagents were enabled. The context-window size is not exposed in this
session.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change (e.g. `docs/...`, `fix/...`)
and contains no internal Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-31 14:34:46 -05:00
Dotta bc9ba7cd26 feat(runner): project native runs into task threads (#12321)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The experimental Paperclip Runner can execute a guarded Codex run
and persist provider-neutral events.
> - The task page still reads direct-adapter transcripts and cannot
present those native events.
> - Structured runner questions must also use the existing task
interaction experience.
> - Runtime selection must use the persisted run mode, not an adapter
name or a current feature flag.
> - This pull request projects native events and questions into the
existing task thread.
> - Direct adapters keep their existing transcript, composer,
interaction, and finalization paths.
> - The benefit is a complete native Codex task thread without a
behavior change for existing adapters.

## Linked Issues or Issue Description

Refs #12202. This pull request replaces that stale implementation on
current `master`.

**What happened?**

The server persists native runner events and structured input requests.
The task page only consumes direct-adapter transcripts. A native run
therefore cannot present a complete transcript, usage, or question flow
through the normal task experience.

**Expected behavior**

Native runs project persisted provider-neutral events into the existing
task thread. Native structured questions use the existing interaction
card. Direct adapters retain their current behavior.

**Steps to reproduce**

1. Enable the experimental runner.
2. Start a native Codex run that emits progress, usage, a structured
question, and a final reply.
3. Open the task page.
4. Observe that the direct-adapter transcript path cannot project the
native event records.

**Paperclip version or commit**

`master` at `67f9867bc`.

## What Changed

- Add the canonical structured-question validator and shared contract
exports.
- Materialize native input requests as existing task interactions.
- Validate native answers and deliver them through the durable
question-response receipt.
- Resume the original PRP request with an idempotent `request.resolve`
command.
- Project native messages, tool activity, cumulative usage, and final
replies into the existing transcript model.
- Propagate persisted `runtimeMode` to the task page and select native
handling only for `runtimeMode: "native"`.
- Expire pending interactions through the shared issue service on every
terminal transition, including decisions, stalled reviews, tree control,
and pipeline retry cleanup.
- Queue native run cancellation while a transaction is open and execute
it only after the owning transaction commits.
- Keep nonterminal and non-runner issue paths on their existing service
call shapes and behavior.

## Verification

- `pnpm --filter @paperclipai/server typecheck` — passed, including the
Rust runner release build and protocol/catalog drift gates.
- Focused native-thread and lifecycle suites — 18 files and 481 tests
passed during review.
- `issue-execution-policy-routes.test.ts` — 19/19 passed after the final
transactional-queue expectation update.
- `issue-agent-mutation-ownership-routes.test.ts` — 87/87 passed in the
final isolated compatibility rerun.
- GitHub Actions — policy, build, canary, typecheck/release registry, 5
serialized server shards, 8 general-test shards, 3 browser shards, and
both aggregate gates passed on `7793f3193`.
- Security — Snyk, Socket Project Report, Socket PR Alerts, and
Superagent passed.
- Greptile — 5/5 on `7793f3193`; all actionable review threads resolved.
- `git diff --check` — passed.
- Diff against `master`: 44 files.

## Compatibility Boundary

- Native transcript polling only runs when the persisted run reports
`runtimeMode: "native"`.
- Missing or legacy runtime modes continue through
`useLiveRunTranscripts`.
- Legacy questions keep the existing optional free-text choice.
- Native closed select sets can suppress that legacy fallback.
- Terminal cleanup uses the same issue service for native and legacy
interactions; only a bound native question schedules a native run
cancellation.
- Native cancellation happens after transaction commit, so failed or
rolled-back writes do not cancel a still-valid run.
- The durable delivery service checks the original native request before
it considers a continuation run.
- This pull request adds no migration, dependency, workflow, manifest,
or lockfile change.

## Risks

The main risk is routing a direct-adapter task through native handling
or changing terminal issue behavior. The implementation selects the
native path only from persisted runtime facts, retains the existing
nonterminal call shape, and schedules native cancellation only for a
validated bound native question after commit. Focused and
repository-wide tests cover both paths. Native requests remain bound to
the company, issue, run, and agent; answers are validated, durable, and
idempotent across reconnects.

## Model Used

OpenAI Codex, GPT-5 family. The client does not expose the exact
deployment ID or context window. Agentic reasoning, tool use, and code
execution were enabled.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links (only public GitHub `#NNN` / `github.com/paperclipai/paperclip`
URLs)
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run the affected local tests and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated the compatibility notes for this change
- [x] I have considered and documented risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I addressed all Greptile and reviewer comments before requesting
merge
2026-08-29 19:26:20 -05:00
DottaandPaperclip c90d904779 feat(apps): add connection intent setup experience (#12347)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - The backend now turns agent requests into durable connection
intents.
> - Operators need a clear path to inspect, configure, and finish those
requests.
> - The experience must preserve identity, agent access, and interrupted
setup state.
> - This pull request adds the connection intent setup experience across
the app UI.
> - The benefit is one guided flow from agent request to governed
connection.

## Linked Issues or Issue Description

Refs #11965

This is stack 9 of 11. It depends on stack 8 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent cards and setup flow integration.
- Add browse, connection, app detail, and sidebar experience updates.
- Preserve exact draft identity and access choices across resume and
OAuth recovery.
- Add focused UI, architecture, policy, and end-to-end coverage.
- Keep transient retained-connection lookup failures retryable instead
of misclassifying them as missing targets.
- Align the dark-mode E2E contract with the intentionally hidden
Gateways and Profiles sidebar tabs.

## Verification

- `pnpm -r typecheck`
- Focused UI result: 372 tests passed across 20 files.
- AppsConnect regression suite: 80/80 passed, including failed
connection and application lookups during retained reconnect.
- `pnpm --filter @paperclipai/ui exec vitest run
src/components/AppsSidebar.test.tsx` (1 passed)
- `pnpm check:token-gates`
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- An interrupted OAuth flow can leave a durable draft that needs resume.
- The UI resumes the exact draft and keeps its identity and agent access
settings.
- Retained reconnect retries refetch connections and applications
together to avoid mixing partial snapshots.
- Gateways and Profiles remain route-accessible but intentionally absent
from the sidebar until their existing ship gate is lifted.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:35 -05:00
DottaandPaperclip b3343dbd64 feat(connections): add self-serve intent runtime (#12345)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - Agents need a governed way to request app connections during issue
work.
> - The catalog now describes the available providers and setup methods.
> - A request must become a durable, company-scoped intent before an
operator acts on it.
> - This pull request adds that intent runtime across server, agent,
CLI, and shared contracts.
> - The benefit is a safe bridge from agent need to operator-approved
setup.

## Linked Issues or Issue Description

Refs #11965

This is stack 7 of 11. It depends on stack 6 and replaces another
reviewable part of #11965.

## What Changed

- Add connection intent types, validation, service logic, and routes.
- Add agent runtime tools and CLI support for connection requests.
- Add issue-thread interaction support for connection intents.
- Add runtime, route, adapter, and contract tests.
- Hold the final resolved-continuation row lock through asynchronous
adapter preparation until an actual process spawn, so parking or
reassignment cannot cross that boundary.
- Report Hermes Gateway's first remote run request through the shared
dispatch hook so the resolved-intent lock is released at the true
dispatch boundary.
- Revalidate the addressed user's live non-viewer membership and
connection-management authority for every intent mutation, including
OAuth completion.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 176 tests passed.
- `pnpm build`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/heartbeat-stale-queue-invalidation.test.ts` (32 passed;
includes non-process dispatch lock-release coverage)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/connection-intents-service.test.ts -t
"addressed-user mutation"` (1 passed)
- `pnpm exec vitest run --project @paperclipai/server
server/src/__tests__/tool-access-service.test.ts -t "binds OAuth
callback completion to the initiating board session"` (1 passed)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter test --
src/gateway/server/execute.test.ts` (23 passed; includes dispatch-hook
ordering and exactly-once coverage)
- `pnpm --filter @paperclipai/hermes-paperclip-adapter typecheck`

## Risks

- A malformed intent could create an unusable operator request.
- Validators and company checks reject invalid or cross-company
requests.
- The final continuation gate holds the issue row lock through adapter
preparation until process or remote dispatch; later operator changes use
the normal active-run interruption path.
- The change does not add a database migration.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have linked the public source pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:34 -05:00
DottaandPaperclip 6244e4cf32 feat(apps): add Composio and Gmail connectors (#12342)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections need both direct providers and managed provider
hubs.
> - The grant layer now defines safe credential ownership.
> - Composio needs parent and child connection lifecycle rules, and
Gmail needs governed setup.
> - This pull request adds both connector families on the grant
foundation.
> - The benefit is broader app access without weakening credential
isolation.

## Linked Issues or Issue Description

Refs #11965

This is stack 4 of 11. It depends on stack 3 and replaces another
reviewable part of #11965.

## What Changed

- Add Composio parent and child connection support.
- Add Gmail connection setup and governance.
- Preserve credential paths and remove duplicate binding declarations.
- Cascade Composio pause and restore actions to child connections.

## Verification

- `pnpm --filter @paperclipai/server typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- Result: 164 tests passed.
- `pnpm build`

## Risks

- Parent lifecycle changes can affect every Composio child.
- The service restores only children whose provider accounts remain
active.
- Credential binding paths are normalized before secret resolution.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip 20ccf3f476 feat(apps): add connection grants and delegated identities (#12341)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - External tools need explicit identity and access boundaries.
> - Shared connection credentials cannot represent every user-scoped use
case.
> - Grants must stay company-scoped and support safe delegation.
> - This pull request adds connection grants, identity rules, and their
database contract.
> - The benefit is durable control over which identity an agent may use.

## Linked Issues or Issue Description

Refs #11965

This is stack 3 of 11. It depends on stack 2 and replaces another
reviewable part of #11965.

## What Changed

- Add company and user connection grants.
- Add delegated identity and membership rules.
- Synchronize database, shared, server, and UI contracts.
- Register the grant-member replacement route in the OpenAPI surface in
the same layer that mounts it.
- Add migration 0231 with replay-safe guards and coverage.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/openapi-routes.test.ts` (5 passed)
- `pnpm --filter @paperclipai/db check:migrations`
- `pnpm build`

## Risks

- Incorrect grant selection could expose the wrong credential scope.
- The service enforces company and subject boundaries before credential
use.
- Migration 0231 is generated, ordered after 0230, and safe to replay.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either linked a public issue or pull request with `Refs #`
- [x] I have not referenced internal or instance-local Paperclip issues
or links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:33 -05:00
DottaandPaperclip b51112798f feat(apps): improve gateway and workspace connection UX (#12340)
## Thinking Path

> - Paperclip is the open source app people use to manage AI agents for
work.
> - App connections must work in both the operator UI and agent tool
gateway.
> - The first stack layer adds secure remote connections.
> - Operators still need clear setup, test, and recovery states.
> - This pull request adds the gateway behavior and the workspace
connection experience.
> - The benefit is a connection flow that is easier to understand and
recover.

## Linked Issues or Issue Description

Refs #11965

This is stack 2 of 11. It depends on stack 1 and replaces another
reviewable part of #11965.

## What Changed

- Improve remote tool gateway connection behavior.
- Add clearer app setup, test, and recovery states.
- Add focused server and UI tests for the new paths.
- Keep the diff isolated from later identity and catalog work.
- Stabilize DNS-pinned remote HTTP protocol fixtures and the
managed-runtime public-origin fixture for this independently tested
layer.

## Verification

- `pnpm -r typecheck`
- `pnpm --filter @paperclipai/server exec vitest run
src/__tests__/tool-access-service.test.ts` (150 passed)
- `pnpm test:run`
- `pnpm check:token-gates`
- `pnpm build`

## Risks

- Gateway errors now surface through new user-facing states.
- A stale connection can require a new setup attempt.
- The change does not add a database migration.
- The injected HTTP transport and public URL are test-only fixtures;
production DNS pinning and runtime behavior are unchanged.

> I checked `ROADMAP.md`. This stack continues the existing app
connection work from #11965 and does not duplicate another planned item.

## Model Used

OpenAI Codex, GPT-5. The runtime model ID and context window were not
exposed. The model used reasoning, tool use, and code execution.

## Checklist

- [x] I have included a thinking path that traces from project context
to this change
- [x] I have specified the model used (with version and capability
details)
- [x] I have checked ROADMAP.md and confirmed this PR does not duplicate
planned core work
- [x] I have searched GitHub for duplicate or related PRs and linked
them above
- [x] I have either (a) linked existing issues with `Fixes: #` / `Closes
#` / `Refs #` OR (b) described the issue in-PR following the relevant
issue template
- [x] I have not referenced internal/instance-local Paperclip issues or
links
- [x] My branch name describes the change and contains no internal
Paperclip ticket id or instance-derived details
- [x] I have run tests locally and they pass
- [x] I have added or updated tests where applicable
- [x] I have updated relevant documentation to reflect my changes
- [x] I have considered and documented any risks above
- [x] All Paperclip CI gates are green
- [x] Greptile is 5/5 with no open P2s, recommendations, or follow-ups
- [x] I will address all Greptile and reviewer comments before
requesting merge

---------

Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-08-29 12:08:32 -05:00